Agiloft Unveils No-Code Contract Management for Salesforce Users

Agiloft has expanded its contract lifecycle management software to include no-code integration with Salesforce. The new feature, available on Salesforce AgentExchange, allows users to initiate, manage, and track contracts from within Salesforce records such as Opportunities and Accounts.

The no-code integration is designed to reduce manual tracking and limit data mismatches between systems used by legal, finance, and sales teams. It also enables contract requests to start from Salesforce objects, with record information passed into the process automatically.

Agiloft's product allows users to generate documents such as non-disclosure agreements and sales agreements from approved templates using Salesforce data, and trigger signature workflows based on preset criteria. Event-driven synchronisation ensures that approvals, tasks, obligations, e-signatures, and contract status appear as structured records in Salesforce.