Integrating Weagree with Salesforce has been made easier, as you can now synchronise Weagree lookup-tables with data available across Salesforce. A lookup table consists of multiple columns listing (information related to) products, services or other data. In Weagree, the first table column is usually shown as dropdown in the Q&A or CLM contract sheet and upon selecting one value, the relevant metadata related to it will be inserted into the contract (sheet). With this synchronisation, the lookup table’s contents can be pulled directly from Salesforce and used in Weagree’s contract automation processes.
