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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Clause seamlessly links your agreements to trusted systems, ensuring data verification and swift actions, all while enhancing the digital experience. It allows for real-time verification and validation of agreement data entered by signers. You can create intelligent agreements using templates combined with integrated APIs. Actions and tasks like notifications, payments, and more can be triggered upon eSignature completion. Manage, analyze, and track agreements within Salesforce, utilizing your Salesforce data to generate these smart agreements. Payments and notifications can be automatically triggered, ensuring efficiency. It's essential to verify that all agreement data entered by customers is accurate during the signing process. The system provides real-time verification of agreement data throughout its lifecycle. By doing so, it guarantees a seamless user experience devoid of costly errors. You can mitigate risk through compliance checks and thorough data validation. Contracts should optimize value rather than pose challenges. Our vision includes a future where your contracts can report their current status and be analyzed and queried in real-time, transforming the way you manage agreements. This evolution will empower businesses to make informed decisions based on accurate, up-to-date contract data.

Description

Tailored specifically for the Commercial HVAC Service sector, Connect Software has demonstrated its ability to boost service contractors' annual growth by an average of 20%. It offers an all-encompassing solution for asset and equipment management, customer management, and pricing for various service agreements, including project contracts and "Quick Quotes." Additionally, Connect generates 28 customized, professionally branded documents and features a powerful CRM, along with comprehensive field and contract management functions. With Connect Sales, you'll never miss a proposal or lead again, as it ensures complete transparency for all opportunities generated, resulting in a continually expanding list of "warm leads." You can manage what information is presented to customers, including polished presentations and updated Terms & Conditions. Moreover, user-friendly access to customer data, proposals, sales dashboards, and more is available from any device with Internet connectivity, enhancing overall efficiency, communication, and professionalism in a unified solution. This integration not only streamlines operations but also empowers contractors to focus more on growth and client relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Kaleido Yes 
Salesforce Yes 
Stripe Yes 
Workato Yes 
Zapier Yes 

Integrations

Docusign No 
Kaleido No 
Salesforce No 
Stripe No 
Workato No 
Zapier No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$99
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Clause

Founded

2016

Country

United Kingdom

Website

clause.io

Vendor Details

Company Name

Connect Software

Founded

2016

Country

United States

Website

www.connectsoftware.com

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 

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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