Contractbook

What is Contractbook?

Contractbook is a contract lifecycle management platform. Legal, sales and operations teams use it to draft contracts from templates, send them for signature, store them with structured data, and automate what happens around renewal and expiry. Templates carry the clause language legal has approved, and each contract stores its key terms as data fields that can be searched and reported on.

The handover between sales and legal is where terms drift. The proposal says one thing, and the contract template gets filled in from memory or from the CRM. The difference shows up when the customer reads both. Contractbook keeps the contract structured. The proposal that led to it usually is not.

Start the contract draft from what the proposal actually promised

Cobl reads the templates and documents in your Contractbook account. When a deal is ready for contract, Cobl creates a draft from the Contractbook template your legal team chose, with the document fields filled from the deal: parties, scope, price, dates. The draft stays in Contractbook, unsent, for legal to review.

The signed contracts in Contractbook help in the other direction too. Renewal proposals and expansion business cases in Cobl start from the terms of the agreement, including a master service agreement and the orders signed under it.

What Contractbook and Cobl look like on a live deal

A software company closes a deal after the buyer accepted a proposal with a custom onboarding package and a two-year term. The account executive marks the deal ready for contract. Cobl creates a draft in Contractbook from the standard subscription template, with the customer entity, the term, the price and the onboarding package filled in from the deal workspace. Legal opens the draft, checks the non-standard clause and sends it.

Twenty months later the renewal comes up. The account manager opens the deal workspace, and the renewal proposal starts from the signed contract in Contractbook: the actual term, the actual price and the package that was delivered. Nothing reaches the customer without review.

Key features of the Cobl Contractbook integration

Contract drafts from your templates

Cobl creates Contractbook drafts from the templates legal approved, with document fields filled from the deal. The clause language stays legal's. The deal specifics come from the deal, and Cobl does not send the draft for signature. Legal keeps full control of the wording while sales stops retyping deal details.

Proposal and contract kept consistent

The draft and the proposal come from the same deal context, so scope, price and dates match. Legal reviews the exceptions a deal needs, not the transcription errors a manual handover creates. When the buyer negotiated a change on the proposal, the draft reflects the change rather than the original offer. That consistency is what the customer's own legal team checks first.

Signed contracts as context for the next document

Cobl reads the documents in Contractbook. Renewal proposals and expansion business cases start from the terms the customer signed, not from the version sales remembers. The account manager starts the renewal conversation already knowing what the customer agreed to.

Works with your CRM and files

Deal context from HubSpot or Pipedrive and past proposals stored in Google Drive feed the same workspace that produces the draft, so the contract reflects the whole deal. Legal receives a draft that already matches the deal record.

Frequently asked questions

Does Cobl integrate with Contractbook?

Yes. Cobl connects to Contractbook so contract drafts can be created from your templates with deal data filled in, and so signed contracts can inform renewal and expansion documents.

What Contractbook data does Cobl access?

The templates and documents in the Contractbook account you connect, including their fields, status and PDF. Cobl can create draft documents from your templates and update document fields. Automations configured in Contractbook keep running as your team set them up.

Does Cobl send contracts for signature?

No. Cobl creates the draft and stops there. Legal reviews it and sends it from Contractbook, with whatever approval steps your team already uses.

Does Cobl write contract clauses?

No. Clause language comes from your Contractbook templates and stays under legal's control. Cobl fills the document fields from the deal, and writes the commercial documents around the contract: proposal, business case, deck.

Do we keep control of what goes to the customer?

Yes. Every draft, in Cobl or in Contractbook, is reviewed before it is sent. More on data handling sits on the security page.