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Trusted by happy customers across industries for their contract management best practices.

eSignature Integration

  • Native integration with leading eSignature providers DocuSign and Adobe eSign.
  • Use your existing subscription to any of the eSignature services.
  • Easy sending options for signature requests to be sent and received quickly right within the platform.
  • Signature platform integrates right into 
  • Publish signed copies right into the platform within seconds.
  • Encrypted secure certificate to ensure signatures remain confidential.

Additional Integrations with Zapier

  • The integration of ConvergePoint’s Policy Management Software with Zapier enables organizations to effortlessly connect policy workflows with over 5,000 apps, streamlining policy distribution and communication across platforms like Google Drive, Dropbox, Slack, and Trello. 
  • Automate policy-related tasks, such as sharing approved documents, notifying teams of policy updates, and tracking completion statuses in real time, reducing manual work and minimizing compliance risks.
  • Push documents and request activity to other systems.
  • Update records across multiple products and platforms with one action.
  • By connecting ConvergePoint with your preferred tools, the Zapier integration enhances productivity, ensures timely access to critical policies, and promotes alignment across your organization.

 

AI Tools

  • Quickly and securely migrate contract documents from other platforms.
  • Easily import and upload documents in a variety of formats, including Microsoft Word, Excel, PowerPoint, etc.
  • Utilize AI migration tools to easily extract data from contracts.
  • Automatically store uploaded and migrated documents into designated folders.
  • All documents are automatically indexed and tagged for easy retrieval.

Are you ready to learn more?

Talk to our policy management experts today!