Salesforce Integration

Legitt AI offers deep integration with Salesforce Sales Cloud.

This is one of the most powerful integrations for revenue teams.

Sales teams can create and manage contracts directly from Salesforce.

Contract Generation from Opportunities

Generate contracts using Salesforce data:

• account name

• opportunity value

• product line items

• pricing

• payment terms

Example workflow:

Opportunity marked "Closed Won"
↓
Legitt AI auto-generates MSA / Order Form / SOW

AI Review for Revenue Risk

Lana identifies:

• pricing inconsistencies

• liability exposure

• missing revenue protections

• renewal risks

Contract Status Inside Salesforce

Sales teams can see:

• draft

• sent

• under review

• signed

• expired

without leaving Salesforce.

Revenue Intelligence

Track:

• revenue leakage

• renewal pipeline

• pending signatures

• deal cycle time

This helps RevOps teams improve contract velocity.