Connecting contracting to the systems businesses already use
For business leaders managing manual processes, a contract often moves through CRM, shared storage, signature tools, and email. Telos helped SimpleDocs connect contracting with those existing systems and develop the integrations behind the workflow.
The challenge
Keep documents and workflow context connected across systems.
Different teams begin in different places. A salesperson may work from a CRM record. Legal may keep agreements in SharePoint. Signers interact with a signature provider. Imported documents can change after the first transfer.
The product needed to fit those working environments and account for ongoing changes, account connections, metadata, and access boundaries.
The work
Bring contracting into CRM workflows.
Salesforce and HubSpot integrations provide entry points connected to CRM records. These surfaces let contracting participate in the sales process with the account and authentication handling each integration requires.
Connect the repository to document systems.
SharePoint and OneDrive work includes imports and ongoing synchronization. The implementation handles selected sources, document metadata, folders, and supported changes over time. SharePoint capabilities also include multiple connected accounts and mapping document-library columns into repository fields.
Support signatures and external applications.
Provider integrations connect agreement workflows with signature events. The public API gives external applications structured entry points into requests and repository documents.
Over time, the integration architecture evolved from Paragon-based capabilities toward directly maintained integrations in the application.
What the product supports
- Contracting entry points from Salesforce and HubSpot.
- SharePoint and OneDrive document ingestion and ongoing sync.
- Metadata and folder mapping for supported import paths.
- Signature-provider connections and event handling.
- Public API access to supported contracting and repository operations.
The result
Contracting can participate in the company's existing system of work.
SimpleDocs connects agreement workflows with the tools used by sales, legal, and other participants. The integration layer supports the data transfers and events needed to keep those workflows moving across systems.
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Where does work leave your systems?
You can identify the recurring transfers, copied fields, and manual updates, then connect the systems around the process your team actually follows.