Hoot Sales Contracts
Agree, sign and keep track.
Draft from templates, send for signature, lock what was signed and follow renewals and obligations to their dates.
Hoot Sales
CRM
Configure, price, quote
Orders & invoicing
Contracts
Subscriptions
Planned Status
1 Workflows
3 Record types
5 Integrations
What it covers
Contracts
The records you work with in this area.
- Contracts
- Signature requests
- Contract templates
How the work flows
The steps this area takes you through, from start to finish.
Contract lifecycle (agree and sign)
Planned- 01 Draft
- 02 Review
- 03 Negotiate (meetings, threads)
- 04 E-signature
- 05 Lock
- 06 Activate
- 07 Price agreements
- 08 Track obligations
Works with
Services and tools this area connects to, and where each one stands.
- adobe-sign Global Planned
- docusign Global Planned
- dropbox-sign Global Planned
- ironclad Global Planned
- juro Global Planned
Also in this suite
CRM
Capture leads with their consent, work deals through pipelines you define, and see a weighted forecast and the follow-ups that are overdue.
Learn more Configure, price, quoteSet up a product with its options and rules, guide the buyer to a valid choice and price it before it becomes a quote.
Learn more Orders & invoicingA quote becomes an order, an order becomes an invoice, and a payment closes it. Nothing is typed twice.
Learn more