Sales

Streamline processes to accelerate sales contracts

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Extract searchable data from contracts to report on revenue and customer obligations

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Integrate AI-powered contracting with your preferred CRM platform, such as Salesforce

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Increase efficiency with templatized sales contracts and approval workflows

Our team has been able to transition to Evisort as our contract management solution seamlessly. The tool is user-friendly and intuitive.

Director of Sales Operations
AssistRx

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Focus on closing deals, not chasing contracts

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Accelerate time-to-revenue

Close deals faster by reducing the time your revenue operations and deal desk spend preparing and reviewing customer contracts. Track contract workflows, templatize AI data-proven clauses, and improve operational efficiency.

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Leverage AI to extract data for revenue recognition

Centralize contracts in a searchable repository to reduce manual work and decrease reconciliation times across revenue, accounting, and legal teams for SOX compliance reporting.

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Manage contracts from within your CRM platform

Initiate contracts and review processes, auto-populate contract intake forms, and monitor review status directly within Salesforce (or your preferred CRM tool) for faster deals and minimal manual work.