Quick Draft

Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.

DraftOnce is the only Contract Authoring tool designed to train users on your documents, your policies, your governance, and your processes while allowing even new users to produce correct, compliant documents. DraftOnce separates the contract preparer from the contract language. It allows users to answer questions about the purchase rather than worry about what clauses to pull from a library. And with each question as much or as little help as needed is right there. Even the best contracts people have told us that they can now produce a contract in less than 30 minutes, and before DraftOnce, it took them several days. Plus, reviewers can more rapidly proofread contracts, by first checking how the questions are answered, eliminating common bottlenecks. During setup, we capture your team’s expertise. The system provides users with as much guidance as they need so they learn while being fully productive.