Functions
Integrations
+ Legitt.Native Salesforce Integration
Connect Legitt AI to Salesforce and transform your deal pipeline. AI drafts proposals and contracts from your CRM data, runs approval workflows, collects signatures, and writes results back to Salesforce bidirectionally, automatically, in real time.
• Step 01 - Salesforce Opportunity
When an opportunity moves to "Proposal/Price Quote" stage in Salesforce, Legitt AI automatically pulls all relevant CRM data - account name, deal value, products, contacts, custom fields, and price book - and queues the proposal draft. No manual export, no copy‑paste, no data entry.
• Step 02 - AI Agreement + CPQ
Lana generates a complete, branded agreement using Dynamics Product Catalog data: SKUs, quantities, price lists, and configured discount rules. CPQ logic from your Dynamics pricing engine is honored - volume tiers, bundle discounts, and approval thresholds respected automatically.
• Step 03 - Send to Customer & Track
Send the agreement directly from Legitt AI. Your customer opens a beautifully formatted interactive agreement in their browser - no login needed. Every open, view, and section interaction is tracked in real time and written back to Salesforce as Activity records on the Opportunity timeline.
• Step 04 - Negotiate & Finalise
When the counterparty sends back redlines, Legitt AI Negotiation Agent compares every change against your contract playbook, flags deviations, and generates specific alternative language. All negotiation activity - every version, every counter - is written back to Salesforce as Activity records.
• Step 05 - AI Powered Approvals
Legitt's Approval Agent routes contracts through your review chain automatically, with notifications delivered in Microsoft Teams. Deal value, risk score, and contract type determine the routing path. Every approval is timestamped and synced back to Salesforce as Activity records.
• Step 06 - Contract Signing
Once all approvals are complete, the contract is automatically dispatched for signature in the correct order-internal signers first, then the counterparty. Each party signs in their browser with no account or download required. Every signature is sealed with a cryptographic hash and synced to Salesforce.
• Step 07 - Bidirectional Salesforce Sync
Legitt AI maintains a true bidirectional sync with Salesforce. Every contract milestone is written back as Activity records, field updates, and file attachments—giving your CRM a complete picture of each deal's contract lifecycle. Salesforce remains the single source of truth.
Most integrations push data in one direction. Legitt AI maintains a live bidirectional relationship with your Salesforce org. CRM data flows into Legitt to power document creation. Contract milestones flow back to update Opportunity fields, Activity timelines, and Files - automatically, in real time, without webhooks to configure.
Pull product configurations, pricing, discount rules, and bundle logic directly from your Salesforce Price Books. CPQ rules applied to every proposal - volume discounts, tiered pricing, and approval thresholds enforced automatically.
• Case Studies
Real results from legal, sales, and procurement teams running Legitt AI inside their Salesforce environment.
Salesforce Integrated 
Leveraging LegittAI's contract intelligence platform, RateGain streamlines contract drafting, review, and compliance across teams driving speed, consistency, and control at scale.
Salesforce Integrated 
Centralizing contract drafting, approvals, and compliance monitoring across global business units improving visibility, reducing risks, and accelerating enterprise deal execution.
Salesforce Integrated 
Leveraging Intellichart's patient engagement suite, healthcare providers streamline communication, scheduling, intake, and care coordination-driving satisfaction, efficiency, and outcomes at scale.
• Trust & Security
Your contracts contain critical business data. Legitt AI is built to meet the security, control, and compliance standards enterprise teams expect.
• Legitt Pro · Enterprise AI
Every demo is a live walkthrough tailored to your use case - not a slide deck. Your solutions engineer reviews your details before the call
We’ll tailor the demo to your contract type and team size.
FAQ
Straightforward answers.
Legitt AI embeds contract lifecycle workflows directly into Salesforce Opportunity objects, so teams can generate contracts, send them for signature, track status, and manage renewals without leaving CRM. That reduces tool switching and keeps sales, legal, and operations aligned.
Yes. Legitt AI pulls Account, Pricing, and Product data directly from Salesforce into templates, which helps eliminate manual copy-paste and improves data accuracy across contracts, quotes, and related documents.
Yes. The page says Legitt AI provides bi-directional sync, automatically pushing contract status back into Salesforce fields so pipeline reporting stays current and teams can track deal progress in real time.
Yes. Legitt AI combines AI drafting, risk review, one-click eSignature, renewal tracking, and audit trails inside Salesforce, and the page claims this helps reduce manual data entry and shorten turnaround and sales cycles.
