![]() That way, when a new customer profile is added, the integration will create a contract in Juro using an automated contract template. This can be achieved by setting up a simple trigger to automatically create a new contract when a new customer profile is added to the Quickbooks system. How to manage contracts in Quickbooksįirstly, finance teams can automatically create contracts when new customers are added to Quickbooks. Let’s explore how this integration works and what it enables users to do next. This is achieved through Zapier, which connects the two tools seamlessly. In fact, Juro and Quickbooks can be integrated in minutes, with no code required. This is achieved by integrating the platform with a contract management tool, like Juro. ![]() Is it possible to manage contracts using Quickbooks?įortunately, it is possible to automate and manage contracts in Quickbooks. It is also one which can result in various mistakes.īut what if you could automate contracts and invoices using just two tools? Read on to find out more. Even if they do have an invoicing tool on hand, finding the right version of a contract and extracting this data can be a painful process. This data is also used to populate invoices, which finance teams will either create manually or using a tool like Quickbooks. This often means manually extracting all of the data within a contract and inputting it into a contract management spreadsheet of some sort. Once a contact has been signed (either in wet ink or electronically), the values within it need to be tracked. After that, it’s typically shared with the counterparties (usually via email), before being redlined in Word.īut it’s post-signature where a lot of the friction exists for finance teams. Once the contract is drafted, it’s sent back and forth internally for review and approval. ![]() This template is them populated manually by entering the deal information from a sales CRM like Pipedrive or Salesforce, for example. This typically happens in Microsoft Word by copying and pasting sections of an existing template. Legal teams are typically tasked with drafting commercial contracts. Yet, for most businesses, the process remains inefficient. It’s common for legal and finance teams to collaborate on contracts. Why is managing contracts painful for legal and finance teams?
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