Precisely wants to provide you—the customer—with a platform that can fit any use case perfectly and allows you to manage all contract-related matters in one place.
Because of this, the platform is under constant development in order to provide the best contracting experience possible. Here, you will find continuous information on updates and new features from July 23, 2019 and forward.
By popular demand — easily create and customize tables in the Precisely editor
October 7, 2019
To further expand on the customization options and use cases of documents created and edited in Precisely, you are now able to add and customize tables in the editor. Tables can range up to 20x20 cells in size and can be added to any template or document.
Tables can also be included in conditional blocks, meaning that they can be included or excluded in a contract depending on user input when drafting a document from a template.
Tables are included in all plans and are available as of this writing moment. To create a table, simply open a document or template in the Precisely editor, choose the position in the document and click the table button.
Note: this version is the first release of tables and Precisely will continuously work on updates and improvements to the feature. To request a feature, give an already requested feature an upvote or provide feedback, simply use Precisely’s product portal.
Your feedback is incredibly valuable to Precisely — we want to create the ideal platform for you and your team!
Salesforce integrations — generate contracts from automated templates directly from Salesforce
September 18, 2019
To further simplify the process of seamlessly using Precisely’s functionality in your favorite apps and software, Precisely now offers custom-made Salesforce integrations.
By integrating Precisely with Salesforce, you are now able to automatically generate a contract from a Precisely template using Salesforce data — all with a single click. Thereafter, you can send it for signing just as easily. All without leaving your Salesforce environment.
Salesforce integrations are available for Enterprise plans and require the user to have an active Precisely account. Your Precisely username and password are used for authentication and your permissions/user role also applies when using a Salesforce integration.
Note: A Salesforce integration is not an app, and is therefore not available on the Salesforce AppExchange. For further information on what functionalities are enabled by integrations and how to integrate Precisely with Salesforce, please contact Precisely.
Integrations — seamless contract automation and contract management with the Precisely API
August 7, 2019
To allow you to seamlessly use Precisely’s functionalities in your favorite apps and software, Precisely now offers integrations through the Precisely Contract Automation API.
This means that you are now able to use Precisely’s features in conjunction with any other system. Examples of functionalities within the Precisely platform that can now be performed in connection with your other software using integrations include:
- automated contract creation based on data in e.g. your CRM, ERP or HR system,
- sending contracts for e-signing directly from a third party system,
- exporting of copies of executed contracts and backups to your current software suite,
- and more.
Do more with Precisely using any other system — the possibilities are truly endless.
Integrations are only available for Enterprise plans and require the user to have an active Precisely account. Your Precisely username and password are used for authentication and your permissions/user role also apply when using integrations.
Note: the Precisely API does not offer out-of-the-box integrations at this time but allows developers to create applications and modules that communicate with the Precisely platform. For technical information on the Precisely Contract Automation API, please see the Precisely REST API documentation.
Make contracts full-text searchable through OCR
July 23, 2019
To make contracts searchable by their content and help customers find information on specific elements of contracts more easily, Precisely now offers Optical Character Recognition (OCR) processing of all documents uploaded to the platform.
OCR is available for Business and Enterprise plans and for all file formats that are available for upload. The OCR functionality only affects contracts that are uploaded after the feature's release and does not apply to older documents.
Note: documents of the file types .doc and .docx (Word files) are full-text searchable by default, regardless of plan.