Related Products
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About
Clause connects your agreements to the systems you trust, verifying data and accelerating actions, while delivering a superior digital experience. Verify and validate agreement data as entered by your signers in real time. Create smart agreements using templates with integrated APIs. Trigger actions and tasks like notifications, payments, and more at eSignature. Track, manage, analyze agreements in Salesforce. Use your Salesforce data to generate smart agreements. Automatically trigger payments, send notifications, and more. Ensure all agreement data entered by your customers is accurate at the time of signing. Verify agreement data in real-time through it’s lifecycle. Deliver a flawless user experience with no costly mistakes. Reduce risk with compliance checks and data validation. Your contracts should be a source of value, not a burden. We envision a future where your contracts can provide you with their current state, can be analyzed and queried in real-time.
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About
Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies interested in a contract management solution to automate business processes and manage contracts
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Audience
Commercial HVAC service contractors looking for a management solution to increase sales and customer retention
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$99
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClause
Founded: 2016
United Kingdom
clause.io
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Company InformationConnect Software
Founded: 2016
United States
www.connectsoftware.com
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Categories |
Categories |
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Integrations
Docusign
Kaleido
Salesforce
Stripe
Workato
Zapier
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