Agiloft announced the availability of Agiloft for Salesforce on AgentExchange, Salesforce’s marketplace for discovering, purchasing and managing trusted solutions across Salesforce and Slack. The offering is designed to help organizations become more agentic by connecting them with Salesforce’s growing ecosystem of applications, AI agents, tools, integrations and services. AgentExchange features nearly 14,000 vetted solutions and resources aimed at helping customers address business needs more efficiently.
Agiloft for Salesforce is the only enterprise CLM integration for Salesforce that requires no code to deploy, maintain, or extend. The release enables organizations to manage contracts from within the CRM environment, eliminating the workflow disruptions and data synchronization challenges commonly found in contract operations across legal, finance, and sales teams.
The no-code Salesforce managed package enables teams to initiate, manage, and track contracts directly from Salesforce objects such as Opportunities and Accounts, while maintaining synchronized data and workflow visibility between Salesforce CRM and Agiloft’s CLM platform. By centralizing contract data and automating workflows, organizations can reduce operational delays, eliminate manual data tracking, and improve visibility for legal, finance, and sales teams.
“What organizations increasingly need is a way to connect contract data directly into the systems where business decisions happen,” said Jason Barnwell, Chief Product Officer at Agiloft. “This release focuses on reducing the friction between CRM activity and contract management while giving customers the flexibility to adapt workflows to their own legal, finance, and sales processes through a completely no-code approach.”
What Agiloft for Salesforce Delivers
- Real-time sync: Event-driven synchronization automatically reflects approvals, tasks, obligations, e-signatures, and contract status as structured Salesforce records.
- Workflow flexibility: Contract requests can be initiated from any Salesforce object, with record context passed automatically at launch – no manual ID entry, no data entry errors.
- iPaaS (Integration Platform as a Service) flexibility: Connect through Agiloft’s Integration Hub, or alternative platforms, such as MuleSoft and Boomi.
- Automated document generation: Instantly create NDAs and sales agreements from pre-approved templates directly from Salesforce data using Agiloft’s no-code rules engine.
- Self-service signatures: Signature workflows trigger automatically based on defined criteria, with real-time status updates reflected on both sides.
- Enhanced Extensibility: Easily implement custom object compatibility including CPQ quotes – so teams can seamlessly automate contracting processes into their end-to-end quote to cash flows.
For sales, Agiloft for Salesforce makes it possible to generate, negotiate, and track contracts directly from an Opportunity record without waiting for separate legal workflows to begin. For legal and contracting teams, the provides reduces the volume of manual intake work by enabling sales users to self-serve contract requests directly within Salesforce, with accurate, contextual data pulled from the CRM record at the point of request. Sales teams gain direct visibility into their contract obligations within Salesforce, associated with the relevant customer record. Finance teams also benefit from improved access to contract data needed for forecasting, compliance tracking, and revenue operations.
The app is architected as a second-generation AppExchange managed package, providing enterprise Salesforce environments with faster deployment, easier upgrades, and more scalable customization capabilities. The solution has successfully completed Salesforce’s security review and interoperability evaluation process.
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