What does Heffl Contracts handle inside the CRM?
Heffl brings document templates, signing requests, document activity and related client and deal context into the same workspace as your CRM.
Heffl Contracts is built for teams that want agreement work close to the client records and deals it supports.
Prepare and send agreements in context
Use document templates, connected record details and signing fields to prepare an agreement without moving between a separate client database and document workflow.
Follow the agreement after it is sent
Review the document activity and keep the completed agreement alongside the client and deal. Evaluate the workflow against your organisation's legal, security and process requirements before choosing any contract tool.
