Document and Contract Management

Faster closures. Fewer mistakes. Better overview.

We help you digitize, structure and automate document and contract management - directly within your CRM. The result is a smoother sales process, shorter lead times and increased security in every step from quote to signed contract.

Why is document and contract management a critical part of the sales process?

Digital document and contract management is the process of creating, sending, signing and storing business documents in a completely digital flow. By integrating tools for e-signing and document generation directly into the CRM system, lead times in the sales process are shortened, error margins are reduced and transparency around the status of the agreement is increased for all parties.

When document management is integrated into CRM, your sales team has full control over every step - without ever leaving the system.

With the right solution, you can:

Create quotes and contracts directly from CRM, using accurate data
Use templates to ensure consistency and professionalism
Send documents for e-signature with one click
Get notifications and tracking when documents are opened or signed
Store and structure documents linked to a customer, deal or contact
Ensure compliance and minimize risks

It's not just about sending contracts - it's about creating an efficient, traceable and predictable business process.

How we help you succeed with Document and Contract Management

Needs Analysis

We start by understanding your sales flows and identifying bottlenecks in current document management process.

Choice of Tools

We'll help you choose the right solution - such as HubSpot Quotes, Salesforce CPQ, Oneflow or Simplesign - based on your needs and existing systems.

Integration with CRM

We'll connect the document solution with your CRM to enable automated document generation and real-time traceability.

Templates & Automation

We help you create smart templates for quotes, contracts and NDAs, as well as flows for automatic reminders and e-signatures.

Rights & Archiving

We ensure that documents are stored securely, accessible to the right people and linked to the correct customer or business record in the CRM.

Training & Governance

We train the team and ensure the solution is used properly - and that it can grow with your business.

Effective document management that drives business

We've helped companies integrate document and contract management across the entire sales journey - from initial quote to e-signature and follow-up.
With better control, reduced manual work and shorter lead times, our customers have achieved:

Faster closings and higher win rates
Fewer errors in quote and contract materials
Increased transparency and accountability
More secure handling of legal documents

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Systems we often use in Document and Contract Management

FAQ - Document and Contract management

Is e-signing legally binding in Sweden and the EU?

Yes, through the eIDAS regulation, e-signatures have the same legal status as handwritten signatures throughout the EU. We help you implement solutions that support BankID and other secure identification methods for maximum legal security.

How much time do we save by automating quote creation?

Our customers often save between 15-30 minutes per quote. By retrieving product data and customer data directly from the CRM into a ready-made template, the need to cut and paste in Word documents is eliminated, which also removes the risk of typos.

Can we see if a customer has opened the quote we sent?

Yes, with modern document tools, the seller gets a notification as soon as the customer opens the document, how long they spend on different pages and when they sign. It gives the seller perfect timing for follow-up.