Save ink and make the most of your resources with Agreement Express by automating data entry before, during and after contracts are complete.
With our flexible Integration Engine, you can import data from a variety of sources. Even if contracts are complete, they are still “alive.” With Agreement Express you can automatically export data into any of your internal or external back-office systems.
In addition to manual data-entry into native contracts, the Integration Engine provides two additional data-entry options – front-office integration and website integration.
CRM integration
Populate a contract the easy way, and with complete accuracy, by integrating data with your Customer Relationship Management (CRM) or Sales Force Automation (SFA) system.
Rather than populate sales proposals manually, open customer records in your CRM to launch the data-entry process automatically. If you publish a large volume of agreements then CRM integration can have a dramatic impact on employee costs and efficiency.
Website integration
For ultimate convenience, integrate digital agreements into websites and customer portals with a guided form-filling process using Agreement Express. This can improve contract completion rates and enhance customer satisfaction. Additionally, offloading the form-filling process to external signatories can reduce data entry costs to zero.
Back-end integration
The Integration Engine can automatically map data from completed contracts to internal or external back-office systems. Users can store completed contracts on Agreement Express servers, internal or external back-office systems or directly to the desktop.