Empower reps to self-serve with conditional contract templates for NDAs and other agreements from inside your CRM. Don't get stuck waiting on legal to draft simple contracts or approve standard terms.
Get the information you need fast, whether you're inside your CRM, asking a bot on Slack or Microsoft Teams, or utilizing Lexion's powerful full-text search. Signed agreements attach to opportunities automatically, so you always have the contract on hand.
Task status and other key information syncs automatically from Lexion to Salesforce, so you can quickly see what's going on. Need more information? Simply click to view the task in Lexion.
“It wasn’t long before I realized I was receiving a lot fewer questions from across the company. It wasn’t because they stopped having questions about contracts, but because they had already started using Lexion to answer those questions themselves. Now I deal primarily with much more complex legal requests, which is how legal should be spending its time.”Read the Case Study
– Amy Lund, Director of Legal, RetailNext