Contractbook
26 Case Studies
A Contractbook Case Study
Walnut, a fast-growing sales tech company in the USA, struggled with a manual sales contract process that involved copying data from CRM into Google Docs, emailing contracts for signature, uploading files, and notifying internal teams by hand. As deal volume increased, this workflow created delays, tedious admin work for AEs, and errors such as incorrect billing details and deal values.
Contractbook automated Walnut’s sales contract workflow by integrating with HubSpot to auto-generate contracts from templates and deal data, apply discounts dynamically, and trigger notifications and follow-up actions across finance, operations, and customer success once contracts were signed. With Contractbook, Walnut removed red tape and human errors, saved time, and helped its sales team close more deals faster.
Adir Ben-Yehuda
VP of Sales