How to manage contracts in Pipedrive

July 13, 2022

Sales teams live in CRM platforms. It’s where all of their deals are, after all. 

But CRM systems aren’t designed to manage contracts, meaning most sales teams are forced to venture into multiple different tools to close deals and get contracts over the line. 

Fortunately, there’s another, more efficient way for sales teams to manage their contracts, and they can do this in Pipedrive. Discover how sales teams can manage contracts in Pipedrive, shorten sales cycles and remove deal blockers in this Juro explainer. 

What is Pipedrive?

Pipedrive is a sales CRM and pipeline management platform that enables teams to monitor deals, streamline communications, and oversee the sales process. But can Pipedrive help businesses manage the final stage of the sales cycle: contracting? Let’s find out. 

Why is managing sales contracts painful?

Sales contracts are at the heart of scaling businesses’ growth. The faster the company grows, the more contracts need to be managed. The problem is, scaling companies often have lean legal teams, meaning inefficient contract processes can quickly create costly bottlenecks within a sales cycle. 

Within a traditional contract lifecycle, lawyers are tasked with first drafting the sales contracts. This typically happens in Microsoft Word using a pre-existing template, which is then populated manually by pasting the deal information found in sales databases like Pipedrive. This process is repetitive and unscalable, but it also distracts legal teams from higher-value tasks. 

But the hard work doesn’t end there. Once drafted, the contract is shared internally for review, and later shared with counterparties for contract negotiation. This back and forth usually happens over email, with versions sent back and forth and redlined in Word until all parties are satisfied with the terms included. 

Post-negotiation, parties typically move into yet another platform to get the contract signed. Once signed using electronic signature tools like DocuSign or AdobeSign, the contracts are then saved as PDFs in shared drives, where they often sit collecting dust until the next contract audit or compliance check.

Switching between all of these different tools and entering contract data manually often results in costly delays for sales teams, making it challenging to capture revenue efficiently and close new business contracts. The fragmented process also increases the risk of mistakes within contracts and loss of version control. 

Fortunately, Pipedrive users don’t have to manage contracts in this way. Instead, they can streamline the process using a tool like Juro. 

Is it possible to automate contracts using PipeDrive?

Fortunately, it’s possible to automate sales contracts and eliminate this contract admin by integrating Pipedrive with contract management software like Juro. This can be achieved through a Zapier integration. 

Let’s find out what this integration and workflow typically looks like for sales teams in more detail. 

How to manage contracts in Pipedrive 

By integrating Pipedrive with Juro through Zapier, sales teams can automate the creation of a contract when a deal reaches a certain stage within the sales cycle. This can be achieved by setting up a simple trigger to automatically create contracts when a deal moves through the pipeline to a specific stage within Pipedrive. 

The integration can also be used to automatically populate these contract templates using the data contained within Pipedrive, such as the representative name, title, and so on. This prevents salespeople from needing to extract and enter this information into a contract draft manually, as the contract is populated automatically with all of the correct values. 

Any information that hasn’t been recorded, such as the contract’s effective date and other contract-specific details can then be populated using a natural language Q&A workflow, which populates the rest of the contract for you using your responses to simple questions. 

Juro and Pipedrive users can also benefit from using conditional logic, too. This means that, if conditions have been built into contract templates to automatically add certain contract terms for certain jurisdictions or contract values, the data pulled through from Pipedrive can alter the contents of the contract to include the correct terms.

By managing contracts in Pipedrive using this integration, sales teams can create commercial contracts in a matter of minutes, and in bulk. This simply isn’t possible within a traditional contract workflow. 

The benefits of managing contracts in Pipedrive

There are also a few more, specific benefits of managing contracts using Juro’s integration with Pipedrive. These include:

  • Greater data accuracy: Rather than relying on manual data extraction and entry processes, managing contracts in Pipedrive means contract data moves between the systems seamlessly, and without the need for human input
  • Faster sales cycles: Sales contracts can be created much faster when automated in Juro than they can in a traditional workflow. This helps to speed up the sales cycle and capture revenue quickly
  • No more waiting for legal: Sales teams often see legal teams as a blocker when getting contracts over the line. However, with conditional logic, teams can automate watertight sales contracts with terms that have been pre-approved by legal, rather than waiting around 
  • Enhanced version control: Switching between tools to manage contracts can result in poor version control. By integrating Juro with Pipedrive, sales teams no longer need to move between platforms as contracts progress through the lifecycle. Contract creation, review, negotiation, signing, and storage can all happen in one place
  • More time for higher-value work: By creating a seamless workflow and reducing contract admin for legal and sales teams, this integration frees up more time for these teams to work on higher-value projects

Automate sales contracts by integrating Pipedrive with Juro

Ready to automate sales contracts and win back up to 70% of the time spent on contract admin?  

Juro’s all-in-one contract automation platform integrates with Pipedrive to enable sales teams to agree and manage contracts in one unified workspace. Fill in the form below to find out more. 

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Find out what all-in-one contract automation can do for your business

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