ConvergePoint Contract Management Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Work seamlessly with others while remaining within your document, or quickly jot down thoughts using your digital pen. If you need to share a newsletter or document, you can effortlessly convert your Word file into a webpage. Collaborate with team members from around the world and easily translate your documents into your preferred language with just a click. Unleash your creativity by adding 3D models directly into your work. With Learning Tools, you can listen to your content being read back to you, making it simple to identify and correct errors. Discovering valuable sources has never been easier; utilize Researcher to read articles in the task pane, allowing you to maintain focus on your writing. Additionally, when refining your document, having an overview is beneficial. The Editor Overview Pane allows you to pinpoint and resolve any proofing issues efficiently, ensuring a polished final product. This comprehensive set of tools enhances your writing experience, making collaboration and innovation more accessible than ever.

Experience a mobile and intelligent intranet designed to enhance collaboration and content management while empowering teams. With SharePoint, you can easily share and manage knowledge, applications, and content, enabling swift access to information and seamless collaboration within your organization. This platform provides dynamic and efficient team sites tailored for every project team, department, and division, allowing you to share files, data, updates, and resources effectively. Personalize your site to optimize your team’s workflows and collaborate securely with colleagues inside and outside the organization, regardless of whether they are using PCs, Macs, or mobile devices. Foster unity and keep your employees informed across your intranet, while promoting organizational efficiency through the shared use of resources and applications on home sites and portals. Create captivating communication sites to narrate your organization's story. Additionally, stay updated with personalized and targeted news through both the web interface and SharePoint mobile apps. With powerful search capabilities and intuitive methods for discovering information, you are only a click away from the resources you need. Every feature is designed to enhance user experience and drive productivity within your teams.

eSignatures have become accessible to all users. Dropbox Sign, previously known as HelloSign, offers an incredibly straightforward and secure method for obtaining signatures on documents. When using Dropbox Sign, the time it takes to sign contracts is reduced by an average of 80% compared to conventional paper contracts, while still maintaining their legal validity. The platform includes integrated reminders and advanced signing options that greatly enhance the rates of document completion. You can also customize the signing experience to reflect your brand, incorporating your company’s logo, colors, and tailored messaging. Frequently used documents can be saved as reusable templates, which not only accelerates the signing process but also simplifies data entry. Dropbox Sign enhances security compared to traditional pen-and-paper methods, featuring a court-admissible audit trail that ensures all actions are monitored and time-stamped. Additionally, account administrators can oversee document permissions and adjust team settings from a centralized dashboard, which helps to maintain organization and security. By using Dropbox Sign, businesses can achieve a more efficient signing process while also reinforcing their brand identity.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.