RateGain Accelerates Contract Operations with AI-Powered Intelligence
Leveraging LegittAI's contract intelligence platform, RateGain streamlines contract drafting, review, and compliance across teams driving speed, consistency, and control at scale.
+ Legitt.Native Salesforce Integration
Turn Salesforce into an
AI-Native Contract Operating System
Create proposals, generate contracts, review risks, manage approvals, collect signatures, and sync every contract event back to Salesforce - without leaving your CRM.
- Setup in under 30 minutes
- Bidirectional data sync
- Enterprise-grade security
- Salesforce AppExchange partner
92%
Reduction in contract-to-close cycle time
60s
Proposal & contract drafted from Salesforce data
100%
Bidirectional sync - every event written back to Salesforce
<30m
Average time to connect and configure
Close deals without leaving Salesforce
• Salesforce Workflow
Every stage of the deal cycle
connected and automated.
01
Start from Salesforce
Kick off a contract without ever leaving Salesforce.
Start the process right from your Opportunity. Legitt pulls in the account, products, pricing and contacts automatically. No switching tools, no re-entering data.
- Works directly inside Salesforce, no separate login needed
- Pulls account data, deal value, products and contacts automatically
- Maps to your contract template and company settings
- Auto-populates signatory details from Salesforce contact records
02
Approvals and Signing
Get it approved internally, then out for signature.
Legitt handles the full approval and signing process for you. Loop in your internal stakeholders, collect their sign-off, and get the contract signed. Everything is tracked and the final copy goes straight back into Salesforce.
- Approvers and signatories are fetched automatically based on your configured workflows
- Automatic reminders keep approvals and signatures moving without any manual follow-up
- Every action is logged with a timestamped audit trail
- Signed PDF saved directly to the Salesforce Opportunity
03
Bidirectional Salesforce Sync
Every contract event written back to Salesforce automatically.
Legitt keeps a live two-way sync with Salesforce. Every milestone, status change and signed document lands in your CRM as Activity records and field updates. Salesforce stays the source of truth, always.
- Opportunity changes, products and accounts sync in real time
- All contract events written back as Activities and field updates
- Stage auto-updated from Qualify through to Won
- Renewal dates create Tasks for the account owner with configurable lead time
Signed. Synced. Revenue in motion.
Win more without adding busywork
Create, send, and track contracts right from Salesforce, saving time and reducing manual data entry, with 2-way sync.
Stand out from the crowd with custom quotes
Set yourself apart from your competitors with custom quotes that are tailored to each customer and reflect your brand's unique identity.
Extend the ROI of Salesforce with Legitt AI
Speed up sales with a single tool for document creation, contract management, and signatures, managing the entire quote-to-cash process in one platform.
• Case Studies
What Salesforce + legitt AI delivers in practice.
Real results from legal, sales, and procurement teams running Legitt AI inside their Salesforce environment.
Sterlite Technologies Streamlines Global Contract Governance with LegittAI
Centralizing contract drafting, approvals, and compliance monitoring across global business units improving visibility, reducing risks, and accelerating enterprise deal execution.
Intellichart Accelerates Patient Engagement with Unified Digital Health Platform
Leveraging Intellichart's patient engagement suite, healthcare providers streamline communication, scheduling, intake, and care coordination-driving satisfaction, efficiency, and outcomes at scale.
ISO 27001Information Security Management System - certified
ISO 27701Privacy Information Management - certified
SOC 2 Type IIIndependently audited security, availability & confidentiality
GDPRFull GDPR compliance with DPA available on request
HIPAAHealth Insurance Portability and Accountability Act
AES‑256Encryption at rest and in transit
• Legitt Pro · Enterprise AI
Book a Live Salesforce Demo.
Every demo is a live walkthrough tailored to your use case - not a slide deck. Your solutions engineer reviews your details before the call
- Generate contracts directly from Salesforce Opportunities
- Auto-fill templates using Account, Contact, Product, Pricing, and Opportunity data
- AI review, approval workflows, eSign, and audit trails in one connected flow
- Bidirectional sync keeps Salesforce updated in real time
- Enterprise-grade security, compliance, and access control
FAQ
Common questions
answered directly.
Straightforward answers.
How does Legitt AI work inside Salesforce?
Legitt AI embeds contract lifecycle workflows directly into Salesforce Opportunity objects, so teams can generate contracts, send them for signature, track status, and manage renewals without leaving CRM. That reduces tool switching and keeps sales, legal, and operations aligned.
Can Legitt AI auto-fill contracts using Salesforce data?
Yes. Legitt AI pulls Account, Pricing, and Product data directly from Salesforce into templates, which helps eliminate manual copy-paste and improves data accuracy across contracts, quotes, and related documents.
Does Legitt AI sync contract updates back to Salesforce?
Yes. The page says Legitt AI provides bi-directional sync, automatically pushing contract status back into Salesforce fields so pipeline reporting stays current and teams can track deal progress in real time.
Can Legitt AI help sales teams close deals faster in Salesforce?
Yes. Legitt AI combines AI drafting, risk review, one-click eSignature, renewal tracking, and audit trails inside Salesforce, and the page claims this helps reduce manual data entry and shorten turnaround and sales cycles.