Turn HubSpot into
an AI-native contract
operating system
Build quotes, generate contracts, review risk, route approvals, collect signatures, and sync every contract event back to HubSpot - without ever leaving your CRM.
- ✓ Setup in under 30 minutes
- ✓ Bidirectional data sync
- ✓ Works with Sales & Service Hub
- ✓ Enterprise-grade security
Deal properties
Reduction in contract-to-close cycle time
Quote & contract drafted from HubSpot deal data
Bidirectional sync every event written back to HubSpot
Average time to connect and configure
HubSpot Workflow
Every stage of the deal cycle
connected and automated.
From the moment a deal heats up to the signed agreement and its renewal, the whole contract lives inside HubSpot. No swivel-chair, no copy-paste, no second login.
Start from HubSpot
Kick off a contract without leaving the Deal.
Launch straight from any Deal record. Legitt pulls in the company, contacts, line items and amount automatically then drafts the right document for you.
- ✓ Works inside HubSpot no separate login needed
- ✓ Pulls company, deal amount, line items and contacts automatically
- ✓ Maps to your contract template and pricing rules
- ✓ Auto-fills signatory details from HubSpot contact records
Deal Data
Master Service Agreement
Approval & signature status
Approvals & Signing
Get sign-off internally, then out for signature.
Legitt routes the contract through your approval chain and out for eSignature every step tracked, every reminder automatic. The signed PDF lands back on the Deal.
- ✓ Approvers and signers resolved from your configured workflow
- ✓ Automatic reminders keep approvals and signatures moving
- ✓ Every action logged with a timestamped audit trail
- ✓ Signed PDF saved directly to the HubSpot Deal record
Bidirectional HubSpot Sync
Every contract event written back to HubSpot automatically.
Legitt keeps a live two-way sync. Every milestone, status change and signed document lands in HubSpot as timeline activities and property updates. HubSpot stays the source of truth.
- ✓ Company, contact and line-item changes sync in real time
- ✓ Contract events written back as timeline activities & properties
- ✓ Deal stage auto-advances from Qualify through to Closed Won
- ✓ Renewal dates create Tasks for the deal owner with configurable lead time
The Payoff
Signed. Synced. Revenue in motion.
Win more without busywork
Create, send and track contracts right from HubSpot, cutting manual data entry while two-way sync keeps every record honest.
Quotes that close
Generate branded, configurable quotes tailored to each buyer with pricing rules and approvals baked in, no spreadsheets, no errors.
Extend the ROI of HubSpot
One tool for drafting, CLM and signatures means you manage the whole quote-to-cash motion inside the CRM you already pay for.
CPQ & CLM Features
Built to make every deal easier.
Configure, price, quote then negotiate, sign and renew. All of it native to your HubSpot deal record.
Embedded editor
Drag in pricing tables, images and clauses to build a polished quote without leaving the deal.
Guided playbooks
Tailored, step-by-step flows keep every quote type consistent and moving forward.
Pricing rules engine
Define guardrails so sellers always stay compliant with your pricing and discount policy.
Two-way data sync
Customer and product data flows between HubSpot and your quotes accurate, always current.
Approval routing
Assign approver groups and signing order per quote type before anything goes out the door.
Want more control?
Build custom processes connecting HubSpot and Legitt AI through our open API.
Explore the API →Case Studies
What HubSpot + Legitt AI delivers in practice.
Real results from sales, legal and procurement teams running Legitt AI inside the CRM they already live in.
RateGain
RateGain accelerates contract operations with AI-powered intelligence
Streamlining contract drafting, review and compliance across teams driving speed, consistency and control at scale.
Read story →Sterlite Technologies
STL streamlines global contract governance with Legitt AI
Centralizing drafting, approvals and compliance monitoring across global units reducing risk and accelerating deal execution.
Read story →Intellichart
Intellichart accelerates engagement with a unified digital platform
Streamlining communication, scheduling and coordination — driving satisfaction, efficiency and outcomes at scale.
Read story →Legitt Pro · Enterprise AI
Book a live HubSpot demo.
- ✓ Generate contracts directly from HubSpot Deals
- ✓ Auto-fill templates from company, contact, line-item & deal data
- ✓ AI review, approvals, eSign and audit trails in one connected flow
- ✓ Bidirectional sync keeps HubSpot updated in real time
- ✓ Enterprise-grade security, compliance and access control
A live walkthrough not a slide deck.
Your solutions engineer reviews your use case before the call and tailors the demo to your contract types and team size.
Request a Live Demo →