Streamline Your Sales Contract Process with Automated Requests Reviews, and Approvals
One of the most common struggles within sales teams is the complexity and slow pace of creating, signing, and managing contracts due to the number of stakeholders involved.
This challenge becomes even more difficult when coordinating actions between sales and operations, leading to delays in closing deals and a poor customer experience.
Today, customers expect digital experiences, and the lack of a secure, legally compliant e-signature solution can create uncertainty, legal risks for the company and protray un outdated image.
Collaboration
This challenge becomes even more difficult when coordinating actions between sales and operations, leading to delays in closing deals and a poor customer experience. Today, customers expect digital experiences, and the lack of a secure, legally compliant e-signature solution can create uncertainty, legal risks for the company and protray un outdated image.
Sign contracts directly from mobile devices and send them electronically, even if your clients don’t have an electronic signature.
Our platform simplifies the unification of sales teams with agile contracts and document management. Track renewals and contract terms easily from one centralized platform that adapts to a wide range of sales scenarios, from client agreements to equipment and machinery leasing.
Collaborative work
Features like document expiration tracking, real-time notifications, and the ability to easily share files copies with interested parties, keep al stakeholders informed and up-to-date.
Agile and simple processes
We provide structured document management system that organizes files by company and type, making it easy to search and retrieve information when needed.
Optimize time and resources
Sales teams can close deals faster, more efficiently, and with greater security, improving the experience for both your team and your customers
Intelligent automation for every step
Explore some of the use cases that show our platform capabilites.
Attach quotes and contracts
Easily request purchase orders and contract signatures from clients with the option to attach supporting documents to speed up the issuance of documents and start of services.
Share information via QR codes
Our platform lets you send folders with shared information accessible through QR codes, making communication smoother and processes faster for everyone involved.
Intelligent automation for your use cases
Learn about the potential that the functionalities have in optimizing your document management in risk prevention.
Control of the validity of quotes and commercial contracts
Our platform is capable of managing, controlling and granting validity to each document uploaded and/or generated in it, allowing for the programming of alarms and expirations to speed up contract renewals and settlements.
- Document expiration date
- Alarms and notifications associated with documents
- Setting up notified users
- Viewing documents that are about to expire
Experiences
Previously , our clients lost customer opportunities, commercial leases or alliances due to date confusion and lack of timely management within established deadlines, which resulted in stress and overload for the team. Now,  with Legale.io you can control the validity of all your contracts, ensuring timely renewals and the continuity of services provided and contracted.
Coordination with the prosecution, operations and finance areas
Our platform allows us to centralize and communicate contractual information between all areas involved, achieving the alignment of criteria, optimizing resources and delivering a good service.
- Smart templates
- Smart Forms
Experiences
Before: A client started shipping raw materials without a signed contract, only with a purchase order in legal process. Three months later, their counterparty changed suppliers, leaving 80% of the raw materials unpurchased and without the possibility of demanding compliance due to the lack of a formal contract, which affected production and generated conflicts between areas. Â Now: With Legale.io, they now manage online contracts previously approved by the legal team, ensuring that each area validates and enables clients for shipping, streamlining the signing of documents and internal communication.
Collection of background information for drafting contracts
The platform has the ability to automate third-party consultation procedures, allowing the incorporation of attachments into request forms.
- Smart templates
- Smart Forms
- Uploading files via form
- Conditional fields in forms
- Approval of documents
Experiences
Previously, a client signed a contract relevant to the company without realizing that it contained an outdated clause. Later, he was faced with a lawsuit from the other party, losing the trial due to the error in the clause. Now, the client implemented our solution to make use of its smart library, where they centralize documents with updated formats and approved by the legal management, to be used by the entire team.
Keep corporate communication formats updated, validated and centralized
Within the platform’s smart library, different types of corporate documents and formats are stored, centralized and updated for frequent use by the organization.
- Smart Forms
- Smart templates
- Approval of documents
Experiences
Previously, a client signed a contract relevant to the company without realizing that it contained an outdated clause. Later, he was faced with a lawsuit from the other party, losing the trial due to the error in the clause. Now, the client implemented our solution to make use of its smart library, where they centralize documents with updated formats and approved by the legal management, to be used by the entire team.
Enable for third parties the signature methods required by the regulations and the nature of the document.
The platform allows you to manage the entire workflow of contracts and documents, customizing the signature methods appropriate for the client and the counterparty.
- Advanced Signature (FEA)
- Remote Signature
- SMS Remote Signature
Experiences
Previously, our clients had difficulties completing document signing processes and closing contracts because they could not include external agents in their digital workflows, having to resort to printing or sending manual emails to obtain signatures.Now, with Legale.io they can manage the entire flow in digital format, regardless of the level of signature required and where the counterparty is located, achieving a truly paperless process.
Comprehensive digital management for all your sales documents
Contracts and Commercial Agreements
- Contracts for the sale and provision of services
- Non-Disclosure Agreements (NDA)
- Mandates and powers of attorney
- Authorizations for discounts or special conditions
Operations and Sales Management
- Purchase orders
- Commercial proposals and quotations
- Work Orders and Service Requests