Find and personalize contracts using custom data
Looking for a signed contract tied to a specific project, onboarding team, or industry? Want to automatically show or hide contract content based on those details?
Now you can. With Custom Data, you can filter contracts and personalize content using any custom-defined field, whether created manually or pulled straight from your CRM (starting with Salesforce).
Here’s what’s new:
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Search and filter contracts using any custom field
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Show or hide specific contract sections based on fields like Industry, Region, or Project ID
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Automatically personalize content based on CRM data
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Deliver smarter, more relevant contracts without duplicating templates
Faster contract retrieval. Fewer templates. And contracts that speak directly to your buyer’s needs – giving your buyers a more relevant and streamlined experience.