Building blocks of generation
CRM
Opportunity data
take over
take over
Template
Approved version
use
use
Rules
Clauses and fallbacks
check
check
Audit
Sources and versions
document
document
Three docking points
Where Treasure works in Salesforce
Planned: integration via managed package and Apex API, so the process stays visible in your Salesforce environment.
Opportunity button
Lightning action “Create contract” directly on the opportunity. The draft is prepared from shared record fields.
Flow step
Planned: the Salesforce Flow Builder calls Treasure as an action, for example to create a contract when the stage changes.
Apex API
For custom integrations: Call Treasure API directly from Apex — your own buttons, your own workflows, your architecture.
Workflow
From the opportunity to the finished file
Planned process in four steps, visible in Salesforce and documented in the audit trail.
Triggers
Opportunity stage
Read data
from Salesforce
Build contract
AI + template
Provide
at the opportunity
Step 1 of 4
Triggers
Stage change or manual button action starts the contract build. Your sales department continues to work as usual.
Triggers
Step 2 of 4
Read data
Account, Contact, Opportunity Fields, Product Line Items, Custom Fields: Treasure reads exactly what you share — no more.
Read
Step 3 of 4
Build contract
Treasure selects the template based on the configured characteristics, adopts released Salesforce data and makes special conditions visible for review.
Generate
Step 4 of 4
Provide
DOCX and PDF are stored on the opportunity data record, the status is mirrored in a custom field. From there it goes directly to review, approval and signature.
Deliver
Features in detail
Built for real Salesforce orgs
Planned scope — from managed package to multi-currency.
Planned: managed package
Installation via managed package with a standardized update path is planned. We share the timeline on request.
Planned: mapping without code
Map Salesforce fields to contract placeholders via UI — standard and custom fields, via drag and drop. Once configured, it applies to every contract.
Planned: multi-currency contracts
Treasure is to read Salesforce currency fields, including in multi-currency orgs, and transfer amounts into the contract with correct formatting.
Treasure Contracts
Salesforce integration: enquire now to join the pilot list.
The integration is in preparation. In 30 minutes with the founding team you see Treasure live on your own contract; we discuss the planned Salesforce scope using your data model.
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FAQ
Frequently asked questions
We already have Salesforce CPQ or a CLM — why Treasure?
CPQ calculates quotes, a CLM manages contracts; Treasure adds review against your legal team's rules. Treasure does not replace your systems: planned are template selection, clause selection for special conditions and rule-based review directly from Salesforce.
Why not just ChatGPT?
An AI model alone does not represent a reliable contract process. Treasure adds Salesforce integration, confirmed company rules and traceable documentation of design, testing and approval.
Does Legal lose control if Sales creates contracts with a click?
Legal confirms templates, rules and escalation limits. Treasure shows deviations and forwards them to the responsible person according to the approval logic.
What happens to our Salesforce data?
The plan is for Treasure to read only released fields. Treasure processes data in EU data centres (AWS Frankfurt; AI via EU regions of AWS, Google and Microsoft). The provider is the German company boutiq ai GmbH, based near Munich. No training on customer data, ISO 27001 certified information security, designed for the requirements of § 43e BRAO and § 203 StGB (our own assessment).
Free · PDF workbook · 12 chapters
CLM implementation with AI — From A to Z
The complete workbook for your CLM project: over 15 ready-made prompts, checklists and templates from requirements analysis to rollout and ROI.
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