Use Case: Sales

Contracts that don’t slow down your deals.

Close contracts faster — and have every incoming contract automatically checked.

If Sales first has to actively request an audit from Legal, contracts remain on hold or are not systematically checked. Treasure connects the initial review to HubSpot, the email inbox or the API (SharePoint: coming soon): every incoming contract can be reviewed against confirmed rules. Risky deviations go to Legal with context; Results and decisions end up in the audit trail. This increases test coverage without unnecessarily slowing down completion.

Demo for sales teams How Sales works with Treasure

Contracts that don’t slow down your deals.

Effect for sales teams

Everyone

incoming contract
can be reviewed

CRM

Test directly
in the sales workflow

Legal

Risky deviations
specifically routed

Audit

Reviewination and decision
understandable

Three levers

Complete faster without missing exams

Treasure combines speed, audit coverage and legal control.

Bottleneck 1: Creation

Contract draft from the approved template via questionnaire instead of copy-paste from old Word files. Drafting directly from the HubSpot deal: coming soon.

Lever 2: Integrated initial reviewing

Every incoming contract can be reviewed against confirmed rules in the existing workflow. Legal receives risky deviations with clause, justification and suggested next step.

Bottleneck 3: Version chaos

One source of truth, one signature URL. No 14 versions via email, no “Which file is current?”

See how an incoming contract becomes a structured review with traffic lights, justification and targeted approval.

Redlining

Treasure highlights critical clauses directly in the contract.

Changes

Formulations are prepared according to confirmed rules.

approval

The responsible role releases the contract internally.

Ready for signature

Ready to close - the contract can go out.

Shipping

The approved version goes to the counterparty via e-signature.

Deal closed

Signed and filed in the matter.

Sales workflow with Treasure

How a typical deal works

Seven steps from deal to filed contract.

Deal in closing

in CRM

Contract is created

from CRM data: coming soon

Treasure checks

against confirmed rules

Negotiation

every version reviewed

approval after negotiation

specifically routed

Sign electronically

released final version

Contract data

extracted as contract data

Deal in closing

Sales works in HubSpot as usual (Salesforce: coming soon). Quotes from HubSpot trigger the review in Treasure via webhook; the result is reported back to the deal.

stage

Contract is created

Today the draft is created from the approved template via questionnaire, with confirmed standard clauses from the clause library. Drafting directly from the HubSpot deal: coming soon.

Generate

Treasure checks

The initial review runs for every connected channel. Risk traffic lights and rule comparisons show which positions fit and where there are risky deviations or missing information.

Review

Negotiation

Sales and the customer negotiate as usual, e.g. in Word. Every new version is reviewed again in Treasure, the redline comparison shows the changes, and Treasure suggests wording. Negotiation rounds with the counterparty in Treasure: coming soon.

Negotiate

approval after negotiation

Risky deviations or deviations that lie outside the approval corridor go to Legal or the designated person in the approval step, with clause, reasoning and suggestion. The decision is documented in audit trail.

Approval

Sign electronically

Treasure brings the approved final version directly to the electronic signature. Sales tracks the status of the process; The final version and audit events remain linked to the contract.

Sign

Contract data

Once signed, the contract is filed centrally. Term and termination provisions are extracted as contract data and can be filtered and exported; automatic deadline reminders: coming soon. Reviews, approvals and changes remain documented in the audit trail.

track

Before / After

How everyday sales life is changing

Three moments from the sales cycle — with and without Treasure.

contract draft

Without treasure

Sales copies data from the CRM, assembles the Word file, sends it to Legal — then waits.

With treasure

Sales starts the draft from the approved template via questionnaire. Importing deal data from HubSpot: coming soon.

Negotiation

Without treasure

The customer sends change requests. Every change goes to Legal — days of email ping-pong, the deal is on hold.

With treasure

Treasure reviews every new version against the confirmed rules. Risky deviations go to Legal with context; The examination and decision end up in audit trail.

After the signature

Without treasure

The signed contract is in the seller's inbox as a PDF. Deadlines, extensions, and commitments stay in the document — until someone looks for them.

With treasure

Treasure moves the contract into central management and records reviews and approvals in the audit trail. Term and termination provisions can be filtered and exported as contract data; automatic reminders: coming soon.

Two ways

See Treasure for a real deal.

Bring a contract from a typical deal and we review it live - including risk traffic light and redlines.

Recommended

Demo on your own contract

30 minutes with the founding team. We review a contract from a real deal live - you see traffic light, redline and signature.

Book a demo →

4 weeks unrestricted right of withdrawal with full refund

Reviewple of sales rules

We will send you an anonymized ruleset plus treasure audit report — this is what confirmed positions and escalations in the system look like.

Request an example →

Only email required

FAQ

Frequently asked questions from sales

“Doesn’t my team bypass the legal department?”

No. Legal confirms rules, approval limits and escalations. Treasure enables the integrated initial check of every incoming contract. Risky deviations are forwarded to Legal or the responsible approval body with a clause, justification and suggestion; The examination and decision remain auditable.

“Does Sales have to contact Legal for every review?”

No. As soon as the contract is connected via HubSpot, email inbox or API (SharePoint: coming soon), Treasure can trigger the initial review directly in the existing workflow. Legal is specifically involved in the case of risky deviations or deviations that lie outside the approval corridor.

“Why not just ChatGPT for the contract review?”

The chat interface lacks a fixed review standard confirmed by Legal and a matter-based audit trail per contract and version. Treasure is connected to HubSpot, reviews against confirmed company rules and documents results, sources and approvals traceably.

“Does my sales team need to learn a new tool?”

No. Treasure is the “Invisible CLM”: Sales stays in HubSpot (Salesforce: coming soon). Quotes trigger the review and the result is reported back to the deal. Creating contracts from the deal and writing the signed contract back: coming soon. No migration, no training week.

“What about GDPR and our customer data?”

Processing in EU data centres (AWS Frankfurt; AI via EU regions of AWS, Google and Microsoft), no training on your data, ISO 27001-certified information security. The provider is the German company boutiq ai GmbH, based near Munich.

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