Gatekeeper for Salesforce is an advanced, native Salesforce two-way integration designed to streamline contract lifecycle management (CLM). This integration provides full system status synchronization, eliminating data entry duplication and enhancing departmental efficiency.

Features

• Full System Status Synchronization: Custom Salesforce widget provides full status visibility, allowing the Sales team to live only in Salesforce and the Legal team only in Gatekeeper.
• Stop Data Entry Duplication: Advanced two-way sync ensures customer and contract records are automatically created from data in Salesforce.
• Standard and Custom Salesforce Configuration Support: Supports out-of-the-box configuration and data sync across standard SFDC objects including Accounts, Opportunities, Contacts, and Contracts. Also supports custom objects and field mapping for heavily customized Salesforce environments.
• Engage Legal Only When Needed: Automatically trigger pre-approved contracts to customers for rapid close times with no legal input required, while maintaining flawless compliance.
• Unlimited eSign Licenses: All Gatekeeper instances include unlimited legally-compliant eSignatures, enabling fast execution of sales agreements with complete eSignature audit trails.

Benefits

• Efficiency: Streamline contract processes and eliminate data entry duplication.
• Visibility: Gain full visibility into contract status within Salesforce.
• Compliance: Maintain flawless compliance with automated contract triggers and eSignatures.
• Customization: Support for both standard and custom Salesforce configurations.
• Speed: Accelerate contract close times with automated processes and unlimited eSign licenses.