Subscript simplifies the process of ingesting and managing contract data by integrating directly with your CRM and providing powerful AI-driven tools to extract contract details. Here's a comprehensive overview of how Subscript handles contract ingestion and how you can optimize your workflow.
Subscript primarily ingests contract data by retrieving contract PDFs directly from your CRM:
Once Subscript obtains the contract PDF, our AI capabilities automatically extract critical contract details such as invoicing schedules, payment amounts, and key contract terms.
You can also manually upload contract PDFs directly into Subscript if your CRM data is incomplete or inaccurate. Common scenarios include:
Subscript provides AI tools to compare CRM data with actual contract PDFs, highlighting discrepancies to help you maintain accurate billing and contract management. This allows teams to quickly identify and rectify data issues, ensuring reliable billing and analytics.
If you’d like Subscript get your contracts from a different source, reach out to us and we can try to set that up for you.
In the navigation bar, select Transaction, and then Contract PDFs.
Upload a contract
While the contract is being uploaded, it will be visible under the In Processing Tab.
After the contract is uploaded, you will find it under the Needs to be reviewed tab. Click on the contract to see the transactions created by subscript.
