Docfield for Sales

Improve close rates with smart contracts

Streamline your whole contract lifecycle from drafting to renewal with Docfield’s document generation, real-time collaboration, centralized repository, best-in-class audit trails and digital workflow management
These organisations have already
streamlined their document processes
Problem

Making sure your sales teams are using the latest contracts approved by legal and compliance is almost impossible

Sales teams don’t have time to double-check that their contract version has the latest legal approved terms
They create copies of copies of templates... which makes it hard to tell whether compliant versions are being used
Rolling out new terms across hundreds of individual contracts is a manual and error-prone process

Accelerate contracting & simplify compliance at scale

Streamline and simplify the creation, compilation, and management of critical sales documents like proposals, SLAs, NDAs, and contracts with advanced contract management.
Create
Efficiently draft and prepare documents
Collaborate
Work together seamlessly on document modifications
Approve
Expedite review and approval & securely sign documents
Archive
Safely store documents to prevent incomplete repositories
Renew
Ensure you never miss a deadline with automated reminders
Create
Efficiently draft and prepare documents
Collaborate
Work together seamlessly on document modifications
Approve
Expedite review and approval & securely sign documents
Archive
Safely store documents to prevent incomplete repositories
Renew
Ensure you never miss a deadline with automated reminders
Advantages for sales operations

Docfield helps sales and legal teams to make contract management effortless and efficient while reducing errors and compliance risks

Speed up deal closures

By reducing the time spent on drafting and managing contracts, Docfield accelerates the sales cycle, allowing sales teams to focus on closing deals rather than getting bogged down by paperwork.

Template builder

Set yourself up for success by designing smart templates and workflows

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Enhance compliance

Ensure that all contracts are up-to-date with the latest legal requirements and company policies with standardised templates, locked content blocks, rule-based logic and automated workflows.

Streamline contract management

Simplify the creation, review, and approval of contracts with easy access, searchability, version control, and secure document storage.

Template builder

Set yourself up for success by designing smart templates and workflows

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Collaborate in real-time

Let sales reps, legal teams, and other stakeholders work together seamlessly to eliminate communication delays and manual hand-offs with real-time, in-platform collaboration on documents and templates.

Improve sales & legal alignment

Improve alignment between sales and legal teams and speed up deal approvals with shared access to documents and templates.

Template builder

Set yourself up for success by designing smart templates and workflows

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Analyse contracts and steer delivery teams

Capture mission-critical data (e.g. start date, license type, consultancy hours, etc.) in smart fields and create custom data views for invaluable insights.

Transform your contracting management process – from complexity to collaboration

What customers are saying

"We aim to incorporate updates to rules, legislation, our portfolio offerings, and pricing into these templates. This robust foundation enables efficient contracting for every new engagement, minimizing mistakes and ensuring a consistent, uniform set of documents."
Edwin Reijnders
Bid Manager
"Since we’ve been using Docfield — we are saving up to 80% time on contracting with enterprise clients.”
Hans Hantson
Business Developer EMEA
"More and more of our departments and faculties choose to work with this software. That is enough said, in my opinion."
Mo van Dijk
Policy officer
"We use Docfield to write OER’s. The authors, commenters & advisors enjoy using the product. As the coordinator, I’m most happy about the ease of use."
Raimond van Mouche
Policy advisor
"It is very nice to keep control of your own formats. And one should not be afraid that it is complicated because it is self-explanatory, and I really like that."
Lisa Markesteijn
Senior Lawyer
"I used to have a bunch of Word documents that I sometimes had to scroll through endlessly, which took a lot of time. Now it's much clearer. You can see at a glance what's done and what's not."
Jennifer van Triest
Secretary at the Institute for People & Business
Want to learn more about how we’ve helped our customers?

Your trusted partner

Docfield seamlessly integrates with your tech stack while ensuring data security. We adhere to industry standards and regulatory requirements, like ISO/IEC 27001, offer secure access management, and host all data in EU-based data centers.
Single sign on
Secure login with SURFconext, OAuth, & Office 365
Uptime guarantee
99.9% platform availability during working hours
All systems operational
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Great support
Rapid response with 4-hour resolution for urgent issues
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Support
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Integrations
Integrate via our API and custom solutions