PRAMATA FOR SALESFORCE

Everything your Sales teams need, right inside Salesforce

From intake to execution, to contract intelligence, everything your sales team needs without leaving Salesforce

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Pramata + Salesforce: The contract intelligence your sales team has been missing

Without contract intelligence in Salesforce, reps waste time hunting for agreements, routing questions to Legal, and waiting for answers that slow down deals. Legal gets buried in requests that could have been self-served. And no one has a clear picture of what’s been agreed to, when it renews, or what’s at risk.

Pramata for Salesforce changes that. Sales, account management, and legal teams are freed from the manual cycle of requests, follow-ups, and back-and-forth. With robust pre- and post-signature capabilities embedded directly inside Salesforce, reps get the contract intelligence they need to move deals forward.

Pre-signature capabilities

Speed up every deal with smarter contract insights, right in Salesforce

Intelligent contract intake

Sales reps can initiate contract requests directly from any Salesforce object. CRM data auto-populates the intake form, eliminating redundant data entry and ensuring consistency.

AI-powered intake validation

Pramata’s AI validates rep inputs and provides direct links for existing agreements before a request ever reaches Legal. Reps get instant answers and Legal gets a cleaner queue with only the requests that actually require action.

Self-serve contract generation

Sales teams can generate compliant standard agreements like NDAs or Add-On Orders, from Legal-approved templates, in minutes.

Real-time contract tracking

After submitting a request, reps can view and track its status in real time with no emails, escalations, or wondering where it’s at.

 

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“Contract status escalations have largely gone away because cases get assigned automatically, so people don't feel the need to escalate just to get an assignment quickly. It has eliminated the emails we used to get flagging business leaders about contract statuses.”

— Foster Sayers, SVP of Legal, symplr



post-signature capabilities

Enable your sales teams with complete, meaningful contract intelligence.

Complete contract visibility

Every commercial relationship across your portfolio is accessible directly from the customer record. Reps get instant access to what they need from contracts, without hunting through spreadsheets.

AI-powered intake validation

Pramata’s AI validates rep inputs and provides direct links for existing agreements before a request ever reaches Legal. Reps get instant answers and Legal gets a cleaner queue with only the requests that actually require action.

Self-serve contract generation

Sales teams can generate compliant standard agreements like NDAs or Add-On Orders, from Legal-approved templates, in minutes.

Real-time contract tracking

After submitting a request, reps can view and track its status in real time with no emails, escalations, or wondering where it’s at.

 

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“I know it's working because the reduction in email requests about contracts has reduced by around 80 percent. If people aren't coming to me and my team asking about contracts, then we know they're getting the information they need from Pramata.”

— Thien Dinh, General Counsel, MetricStream



Designed for minimal IT involvement

Up and running fast

The Pramata for Salesforce integration is a single managed package installation with a configuration time of about two hours.

Admin control at your fingertips

Turn pre-signature and post-signature functionality on or off with a simple toggle from the administrator side.

Zero friction for sales reps

Sales reps get contract intelligence from Pramata inside Salesforce with no additional logins or new software to learn.