Seamlessly sync contracts with Salesforce. Automate revenue recognition, create opportunities, and generate revenue schedules directly in your CRM.
Contracts automatically sync to Salesforce opportunities. Extract contract data and update records in real-time with bidirectional sync.
Upload PDFs directly to Salesforce records. AI extracts terms, values, and milestones, attaching them to opportunities and accounts.
Generate revenue recognition schedules as Salesforce product line items. Support for subscription billing and multi-year contracts.
Opportunity and account management with contract tracking
Native integration with Revenue Intelligence and billing
Quote-to-cash automation with contract extraction
Contract renewal tracking and service agreement management
AI extracts all contract data including terms, values, dates, and milestones
Creates or updates opportunities, accounts, and attaches contract PDF
Creates product line items with revenue recognition schedules
Bidirectional sync keeps both systems updated in real-time
Eliminate manual data entry with AI-powered extraction directly into Salesforce
No more manual errors or missed contract terms in your CRM
Real-time revenue recognition and forecasting within Salesforce
Works seamlessly with your existing Salesforce workflows
OAuth 2.0 secure connection. No code required. Start syncing contracts today.
Start Free Salesforce IntegrationFree 14-day trial • No credit card • 5-minute setup