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Contracts

Turn contracts into a competitive advantage instead of a closing hurdle. Gutenburg streamlines the entire contract process—automatically generating clean, accurate agreements from your CRM data in seconds. Eliminate manual edits, reduce back-and-forth, and ensure every document is consistent and compliant. With built-in automation and seamless delivery, contracts get into your customer’s hands faster and move through review and signature without delays. The result: fewer stalled deals, faster time to close, and a smoother experience for both your team and your customers.

Step 1: Build a Template

Point. Click. Done. The Gutenburg editor is built for ease of use. It is end-user friendly and removes the headache from template building.

Screenshot of the Gutenburg template builder.

Step 2: Click a Button

One click and a PDF is created. No more copy-paste, no more leaving Salesforce. Gutenburg eliminates the manual effort from the equation.

Screenshot of a Salesforce record containing a Gutenburg button.

Step 3: Deliver Contract

Send the quote via email. Gutenburg is compatible with Salesforce email templates, ensuring end-to-end branding.

Screenshot of the Salesforce email widget with a Gutenburg PDF attached. (edited)  [10:36 AM]Screenshot of a list view that allows batches of documents to be created at one time.

Optional Enhancement:

Generate contracts the instant that an Opportunity record's stage is updated. This eliminates all manual effort from generating a quote and allows instant follow-up, reducing cycle times.

Screenshot of a Flow with the Gutenburg component embedded.

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