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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Subject matter experts can streamline their expertise by effortlessly creating applications through a drag-and-drop interface, eliminating the necessity for programming knowledge or technical expertise. Leverage a unified platform to design and deploy applications that automate processes comprehensively across various departments within an organization. Easily generate customized documents that are pre-filled from stylish templates and include e-signature functionality. Fully automate user journeys, encompassing approvals, scheduled tasks, and reminders, ensuring a seamless experience. Construct intricate rules and decision-making frameworks, which may include calculations and weighted scoring systems. Collect essential information from users or systems and perform triage with the help of intelligent forms. Prototype, develop, and sustain applications without requiring IT skills, thanks to our user-friendly drag-and-drop functionality. The Checkbox platform is versatile enough to create a variety of tailored automation solutions. Explore the most sought-after use cases and application templates favored by our clientele, and expand your understanding of the possibilities available. This level of accessibility allows anyone to harness technology for process improvement.

Description

Contract Sent is a specialized contract management solution tailored for B2B SaaS businesses, offering a comprehensive library of templates, AI-assisted contract drafting, and features for tracking data, managing versions, assigning tasks, facilitating searches, and integrating with other tools to enhance collaboration between legal and sales teams. Users have access to more than 100 legal templates and 30 financial templates for crafting or importing contracts, while the AI-driven drafting helps ensure consistency as they grow, and a one-click tool allows for easy comparison of document versions in both Word and PDF formats. Moreover, it enables the extraction of organized contract data, such as changes in clauses or ARR waterfall metrics, which can be used for detailed reporting. The platform also supports integrations that allow for efficient e-signature capabilities and streamlined document workflows. Users can designate specific roles, including admin, sales, legal, and commercial decision maker, to oversee approvals and task assignments, and they can incorporate contract tracking directly into their CRM systems to alleviate friction in the sales cycle. Additionally, automated task workflows and informational webinar boot camps further enhance the user experience and provide robust support for effective contract management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Teams Yes 
Adobe Acrobat Sign No 
Google Drive No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft SharePoint No 
Slack Yes 
Xakia Yes 

Integrations

Microsoft Teams Yes 
Adobe Acrobat Sign Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft SharePoint Yes 
Slack No 
Xakia No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$80 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Checkbox

Founded

2016

Country

Australia

Website

checkbox.ai/

Vendor Details

Company Name

Contract Sent

Founded

2022

Country

United States

Website

www.contractsent.com

Product Features

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration No 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

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