Gain time back for sales teams with streamlined
workflows, templatized deal sheets, seamless CRM
integrations, real-time negotiations over contracts,
and much more.
Gain the right velocity for your sales teams and
close deals 10x faster.
Our in-house engineering teams will integrate your
existing CRM, such as Salesforce, with Initio to help
you establish a unified platform to work.
Leverage a predefined template library to quickly
create standard deal sheets & contracts, purchase
orders and renew a contract.
Automated approval routes and reminders make your
contracts get approved 10x faster without manual
follow-ups or email threads.
Contract approval takes most of the time in a
contracting cycle. To reduce that, our intelligent
system allows you to predefine an approval route
saving you tons of time wasted on manual methods.
Once the parties have agreed on the contract clauses,
click ‘send for approval,’ and the contract will be
automatically sent to the required person.
Initio’s managed services and AI driven tools
together help legal teams get access to key data
points across all contracts. This makes finding
contracts incredibly easy for legal teams as there is
a single source of truth for all contracts - your
smart repository.
