In-house Legal Automation

Sales Agreement Generator

Enable self-service to quickly generate and approve a consistent sales agreement
Enable self-service to quickly generate and approve a consistent sales agreement

Automate Sales Agreements End-to-End

Deliver value to the business by reducing the turnaround time to generate sales agreements from intake and creation through to approvals then execution. Ensure the sales data in your agreements are consistent throughout the entire process via a CRM integration.

legal workflow automation

Improve Output Consistency

Automatically generate the latest version of agreements for consistency and reduced workload for lawyers to focus on complex, high impact work.

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Streamline Approvals

Leverage if-then logic to include or exclude various approvers based on a threshold

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Increase Visibility

Monitor the progress of the sales agreement generation process across multiple approvers

Integrate with your existing tech stack

Provide a self-service tool that can retrieve and update prospect information via integrations with CRM tools (e.g. Salesforce, Hubspot) to help the sales team execute everything from a single place while maintaining consistent sales data. Also store signed documents in your chosen document management system from Checkbox

Facilitate the approval and e-signature process for business users

Leverage workflow automation and natively integrated e-signatures to provide an effortless experience for clients

Track the real-time status of sales agreements and draw insights using dashboards

Gain visibility over approval statuses of sales agreements to monitor the progress and measure team impact

Utilize Checkbox's all-in-one system to fit your existing tech stack

Save time spent on retrieving data and re-keying information from multiple systems by leveraging Checkbox's integration capabilities

Realize the Power of Sales Proposal Generators

document generation

5000+

hours saved per year

forms automation

7-12

days saved per agreement

decision support

3+

weeks for deployment

Join leading innovative legal teams

Trusted by enterprises worldwide, legal teams are using Checkbox to transform their legal operations and achieve winning outcomes

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Get started with your legal automation journey

See how Checkbox fits in with your organization by contacting us and requesting a free demo