Salesforce with Lexion is the fastest way for sales and legal to get deals done.
Accelerate Deals
Streamline your entire contracting process to get to "Closed Won" faster
Increase Visibility
Provide stakeholders always-on access to the information they need
Automate More
Reduce manual work and minimize opportunities for costly mistakes
SELL FASTER WITH LEXION
Submit requests and generate contracts easily inside Salesforce
Submit tasks or generate and send documents for signature from legal-approved templates with just a few clicks—all without leaving Salesforce or learning a new process.
Supercharge SALESFORCE CPQ
Streamline order form creation, approval and signature, and more with Lexion and Salesforce CPQ
Empower sales to generate order forms and other agreements in Lexion from custom quote information in CPQ—and even send for signature automatically. Building templates is simple for legal, too, with Lexion’s easy-to-use template builder inside Microsoft Word.
Get task status and legal updates without leaving the opportunity
Lexion keeps sales and legal in lock step by surfacing task status, activity logs, message history, signature status, and more inside the Salesforce opportunity. Stay updated without ever having to ask.
Sync key deal details between Salesforce and Lexion automatically
Eliminate duplicate data entry and minimize errors by automatically sharing crucial information across both platforms. Making a new request? Intake forms pull relevant details by default to make collaborating with legal simple.
Find related contracts and other important documents quickly
Find and download related contracts from Lexion inside Salesforce in an instant. Waiting on a signature? Agreements attach to opportunities automatically after signature, so you'll have the contract in hand the moment it's signed.
Unlock your Lexion data with powerful Salesforce Reports
Lexion makes it easy to be proactive by making legal details reportable in Salesforce. Pipeline review? Show your team things like total value of deals in legal, legal task status, the latest activity, and more. No more waiting on updates from legal.
[Lexion] has provided essential internal visibility in crunch times for our legal team to organize, allocate, review and revert redlines quickly while also providing visibility to the Sales leadership as to where deals are sitting in the legal process.
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