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Intro to Contract room for admins
Updated over a week ago

Contract room

Reduce your contract creation process from hours to minutes, negotiate on the fly, and collect electronic signatures from anywhere to push deals over the finish line.


Increase your win rates

Are deals stalling because of time-wasting creating contracts in Word docs, copy-pasting quotes from spreadsheets, and sending static pdf’s to prospects that need to be edited and re-sent multiple times? Increase your win rates with an efficient process. Time for a Contract Room.


Dashboard
How to navigate the dashboard

Dealboard
How to navigate through your dealboard

Documents
How to navigate through all your documents

Product library
How to create products and use them in your pricing tables.

Content library
Getting started with the Content Library and how to access our template library

Contracts
How to organize your signed documents and agreements

Reports
How to navigate and pull reports about your documents' KPIs

How to create, view, and update contact information

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