The product is a standalone module for generating and managing contract documentation with user self-service capabilities, independent of Raynet CRM. Users can choose from multiple contract templates that can be easily managed, edited, and mapped to data fields from Raynet CRM or the Merk API. Sales representatives fill out a simple form that automatically loads data from external sources, allows edits, and then generates the final PDF document. All documents are securely stored on SharePoint, with access rights management and security labeling ensured up to the point of digital signature. The system supports different user roles and is accessible from a computer, tablet, or phone. The entire process is fully automated, including notifications and writing the final document back to Raynet CRM.

Pricing

• approx. $4,300