Embedded Contracts for Platforms and SaaS

Embedded Contracts for Platforms and SaaS

Embedded Contracts for Platforms and SaaS

Embedded Contracts for Platforms and SaaS

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

More than just another integration: admin dashboards, flexible APIs, and embeddable UIs enable the storage, drafting, sharing, and signing of contracts within your existing interface.

More than just another integration: admin dashboards, flexible APIs, and embeddable UIs enable the storage, drafting, sharing, and signing of contracts within your existing interface.

More than just another integration: admin dashboards, flexible APIs, and embeddable UIs enable the storage, drafting, sharing, and signing of contracts within your existing interface.

More than just another integration: admin dashboards, flexible APIs, and embeddable UIs enable the storage, drafting, sharing, and signing of contracts within your existing interface.

API for drafting, reviewing, sending, signing, and more.

React components for embedding contracts within your interface.

White-labeled to offer your users a native experience.

API for drafting, reviewing, sending, signing, and more.

React components for embedding contracts within your interface.

White-labeled to offer your users a native experience.

API for drafting, reviewing, sending, signing, and more.

React components for embedding contracts within your interface.

White-labeled to offer your users a native experience.

API for drafting, reviewing, sending, signing, and more.

React components for embedding contracts within your interface.

White-labeled to offer your users a native experience.

The Challenge

The Challenge

Contracts are the root cause of workflows complexity

For B2B Platforms, using contracts for a variety of tasks is standard practice. They are used to manage internal agreements and to enable their clients to partner with counterparts. Similarly, for SMBs, it is common to use contracts to facilitate the work of Sales, Marketing, and Legal teams. However, the market is saturated with 'one-size-fits-all' CLM solutions and lacks flexible options. The results?

Up to 120 days

The average time required to set up new contract workflows.

Up to 120 days

The average time required to set up new contract workflows.

Up to 120 days

The average time required to set up new contract workflows.

Up to 120 days

The average time required to set up new contract workflows.

Up to $60 000

The expenses involved in integrating and making contract workflows functional.

Up to $60 000

The expenses involved in integrating and making contract workflows functional.

Up to $60 000

The expenses involved in integrating and making contract workflows functional.

Up to $60 000

The expenses involved in integrating and making contract workflows functional.

3 months

The average time until new integration improvements are delivered.

3 months

The average time until new integration improvements are delivered.

3 months

The average time until new integration improvements are delivered.

3 months

The average time until new integration improvements are delivered.

3+ moving parts

Contracts are just a small part of the whole process.

3+ moving parts

Contracts are just a small part of the whole process.

3+ moving parts

Contracts are just a small part of the whole process.

3+ moving parts

Contracts are just a small part of the whole process.

5+ Sales and Demo calls

Most vendors don't offer a straightforward product offerings.

5+ Sales and Demo calls

Most vendors don't offer a straightforward product offerings.

5+ Sales and Demo calls

Most vendors don't offer a straightforward product offerings.

5+ Sales and Demo calls

Most vendors don't offer a straightforward product offerings.

Slow support

Businesses need to wait for support teams to assist them in getting started.

Slow support

Businesses need to wait for support teams to assist them in getting started.

Slow support

Businesses need to wait for support teams to assist them in getting started.

Slow support

Businesses need to wait for support teams to assist them in getting started.

The Solution

The Solution

Sendforsign brings a contract-as-a-service solution to solve this

Traditionally, you would need to select a contract provider from the market and integrate it into your business processes. Not anymore. We built flexible contract workflow components, allowing you to transform your product into a CLM system. This enables your clients and your teams to tackle business cases of any complexity.

Sendforsign For Platforms

Sendforsign For Platforms

Provide your platform clients with a native contract experience

Provide your platform clients with a native contract experience

Be a one-stop shop. Enable your users to manage contracts directly within your platform and forget about one-size-fits-all ugly iFrames by seamlessly integrating Sendforsign components.

Be a one-stop shop. Enable your users to manage contracts directly within your platform and forget about one-size-fits-all ugly iFrames by seamlessly integrating Sendforsign components.

Your clients purchase your Platform.

Meanwhile, they use external CLM vendors.

You offer them the functionality to replace CLM vendors.

They switch from their current CLM to your native solution.

You provide them with a unified, great customer experience.

And redirect revenue from external CLM to your Platform.

Sendforsign For B2B SaaS

Sendforsign For B2B SaaS

Enable your teams to manage contracts flexibly

Enable your teams to manage contracts flexibly

Adjust contract workflows to accommodate business cases of any complexity. Using the API-first nature of Sendforsign, integrate it seamlessly with any software your teams are already using.

Adjust contract workflows to accommodate business cases of any complexity. Using the API-first nature of Sendforsign, integrate it seamlessly with any software your teams are already using.

Your Legal, Sales, and Marketing teams need contracts.

Meanwhile, they are already using other systems of records.

Using Sendforsign, provide them with a specific CLM system tailored to their needs.

And integrate it seamlessly with any other solution.

Everything you need for contracts

Does setting up proper workflows for your processes feel like it takes forever? Sendforsign provides everything you need as customizable components.

Workflows

Set up custom workflows and complex triggers, as well as signing orders.

E-signing

Draft and e-sign contracts, and receive instant notifications when the other side has signed.

Approvals

Get approvals for your contracts before sharing with recipients.

Word Upload

Upload Word files and convert them into digital contracts directly in your browser.

PDF Upload

Upload, review, send, and sign PDFs as normal contracts.

Templates

Enable your clients and teams to create editable templates and generate documents from them.

Sendforsign SDK

Integrate in a matter of days, not months

You can begin managing documents with just a few lines of code, seamlessly integrating it into your preferred programming languages.

Sendforsign Events

Webhooks

Always maintain a complete understanding of what is happening and when it is happening, so you can respond to the events appropriately.

Sendforsign API

API-first nature

Perform any action required with contracts, from drafting to sending documents for signing and approval, all through API without even using the UI.

Sendforsign Components

Sendforsign Components

Sendforsign Components

Pixel-perfect UIs, embedded in minutes

Simply add <ContractEditor/>, <TemplateEditor/>, <AuditTrail/> for complete contract functionality. Match to your brand with any CSS library, then deploy to your own domain.

Template component

Upload your own templates or create new ones from scratch right in your app.

Upload your own temalptes or create new

from scratch right in your app.

Audit trail component

Keep track of what's happening with

your documents.

Editor component

Preview and edit your documents or

those uploaded from Word or PDF.

List component

See all your documents and templates

in one unified place.

E-signing component

E-sign any document right in your browser, including

Word documents and PDFs.

E-sign any document right in your browser,

including Word documents and PDFs.

Approval component

Approve any document right in your browser, including

Word documents and PDFs.

Approve any document right in your browser,

including Word documents and PDFs.

Modules

Modules

Sendforsign contract platform

Sendforsign was designed to automate your entire contract process, regardless of complexity. You can use this infrastructure as a complete system or in parts for specific cases.

Contract Editor Module

Contract Editor Module

Allow your users to edit contracts from your UI

Allow your users to edit contracts from your UI

Sendforsign provides you with Contract and Template editors that can be implemented directly within your interface, allowing your clients and teams to draft documents right in the browser.

Sendforsign provides you with Contract and Template editors that can be implemented directly within your interface, allowing your clients and teams to draft documents right in the browser.

Allow your users to edit text directly in the browser.

They can use placeholders, images, tables, and more.

Enable them to edit contracts before signing.

Template Builder Module

Template Builder Module

Create a template once and generate contracts from it

Create a template once and generate contracts from it

Sendforsign allows you to create templates from Word files, PDF files, or draft them from scratch and add placeholders. Simply fill in the placeholders when generating contracts to receive finalized documents within seconds.

Sendforsign allows you to create templates from Word files, PDF files, or draft them from scratch and add placeholders. Simply fill in the placeholders when generating contracts to receive finalized documents within seconds.

Allow your users to edit templates directly in the browser.

Use placeholders, images, tables, and more.

Generate contracts from templates and send them on the go.

E-sign and Approve Module

E-sign and Approve Module

Send any documents for signing and approval

Send any documents for signing and approval

Regardless of how you drafted a document—whether from scratch, using a Word file, or with a PDF builder—share the document with recipients via email and personalized sharing links.

Regardless of how you drafted a document—whether from scratch, using a Word file, or with a PDF builder—share the document with recipients via email and personalized sharing links.

Allow your users to draft and upload documents.

Enrich them with all the necessary data.

Use Sendforsign or your own provider to send email notifications.

PDF Builder Module

PDF Builder Module

Beta

Beta

Scale better by automating PDF creation

Scale better by automating PDF creation

Sendforsign enables your users to create styled PDFs with code when text contracts are insufficient. Apply any styling to different parts of the documents and share them with recipients.

Sendforsign enables your users to create styled PDFs with code when text contracts are insufficient. Apply any styling to different parts of the documents and share them with recipients.

Create PDFs as they are simply frontend.

Use placeholders and variables inside the PDFs.

Share them for approval, signing, review, and build workflows around them.

ClickWrap Module

ClickWrap Module

Beta

Beta

Onboard new users and customers with ease

Onboard new users and customers with ease

Sendforsign offers dual functionality: it enables your teams and clients to manage contracts and also meets internal needs such as onboarding new customers and completing agreements during the onboarding process.

Sendforsign offers dual functionality: it enables your teams and clients to manage contracts and also meets internal needs such as onboarding new customers and completing agreements during the onboarding process.

Collect answers from users.

Fill in contracts with the answers seamlessly.

Allow your users to sign or agree to the agreements in your user interface.

Embedded Contracts for Platforms and SaaS

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource

  • Employee of records

    CRM

    ERP

    Vertical SaaS

    Back Office

    Logistics

    Outsource