Salesforce

CRM

Salesforce CRM Native Integration for Malbek

Unify sales and contract data with drag-and-drop Salesforce integration—deploy in minutes, not months.

Native

Bi

Seamlessly Connect Sales and Contract Operations with Native Salesforce Integration

Eliminate data silos and prevent rogue contracting with Malbek’s robust Salesforce integration. While other CLM platforms require weeks of custom development and allow sales teams to use outdated terms, Malbek’s productized connector enables complete bi-directional data synchronization in minutes—keeping revenue operations aligned with current playbooks and preventing sellers from using non-compliant contract terms without leaving their familiar Salesforce environment.

Salesforce CRM Native Integration for Malbek

Key Benefits

Sales Productivity Unleashed:

Let sales teams focus on selling while contracts flow seamlessly from opportunity to execution — eliminate system switching and manual handoffs that slow down revenue cycles.

Eliminate Rogue Contracting:

Prevent sales teams from using outdated MSAs or non-compliant terms through enforced playbook rules, ensuring every contract aligns with current legal standards and company policies.

Break Down Revenue Silos:

Maintain real-time visibility across sales, legal, and RevOps teams with bi-directional sync that ensures accurate pipeline data and eliminates manual data entry errors that compromise deal accuracy.

Free Up Legal Time:

Imagine a world where sales teams are no longer asking, “Where’s my contract?”! With Malbek CLM and Salesforce, reduce Legal touchpoints by nearly 97%!

Enterprise Integration Built for Complex, Multi-Org Setups

Transform your revenue operations with proven Salesforce connectivity designed for immediate productivity and scalable growth. Comprehensive data sync, automated workflows, zero-code configuration, visual field mapping, and multi-org support for M&A scenarios.

Key Features

How Salesforce integrates with Malbek

Oracle Netsuite

Procurement

Native Oracle Netsuite Integration for Procurement & Finance

With Malbek’s NetSuite connector, procurement and finance teams gain real-time access to vendor and sales order data—streamlining contract creation, accelerating procurement cycles, and improving trackability.

Native

Bi

Bridge Contracts and Finance for Smarter Spend

Unlock greater efficiency and control by integrating Malbek’s powerful contract lifecycle management with Oracle NetSuite’s comprehensive ERP. Streamline procurement, automate contract workflows, and align vendor agreements with sales and revenue data — all in real time. Drive smarter spend decisions, reduce risk, and accelerate contract velocity with a unified platform built for today’s fast-paced business environment.

Native Oracle Netsuite Integration for Procurement & Finance

Key Benefits

Seamless Data Exchange:

Eliminate manual data entry between Malbek and NetSuite to streamline procurement workflows and reduce costly errors.

Accelerate Contract Cycle Time:

Automate contract template selection in Malbek for consistent, faster contract creation and authoring.

Improve Contract Tracking:

Stay ahead with real-time contract lifecycle visibility and timely notifications to keep obligations accurate and on track.

Unified Vendor Information:

View live NetSuite vendor and sales order data within Malbek for a complete, up-to-date picture during contract management.

Obligation tracking never looked so smooth.

Contract management complexity slows teams down and risks costly oversights. Malbek’s seamless integration with NetSuite simplifies obligation tracking and lifecycle visibility, empowering your team to stay informed, act fast, and keep contracts on track — all while reducing manual work and boosting accuracy.

Key Features

How Oracle Netsuite integrates with Malbek

Oracle

ERP

Oracle ERP Inegration with Malbek CLM

Seamlessly streamline contract processes, manage purchase orders, and oversee payment details.

Via 3rd party

Bi

Cultivate real-time decision-making with Malbek Oracle Integration

Elevate contract and procurement management with the Malbek Oracle integration, seamlessly connecting Malbek and Oracle for a real-time data exchange. Effortlessly manage delivery line items, initiate purchase order actions, and review critical data with confidence. Experience heightened efficiency and control in your contract and financial operations – a seamless integration, tailored to your success.

Oracle ERP Inegration with Malbek CLM

Key Benefits

Operational Efficiency:

Streamline contract and procurement processes seamlessly, reduce manual efforts and enhance overall efficiency.

Cost Optimization:

Realize cost savings and improve control over POs, receipts, and payment details to ensure a more cost-effective workflow.

Customizable Flexibility:

Tailor the integration to your unique processes with customizable tables and master data management, providing flexibility you need.

Real-Time Decisions:

Empower users with informed decision-making through instant updates on PO status, invoice details, and payments.

Operational excellence at scale

Unlock a new era of operational excellence with the Malbek Oracle integration, seamlessly connecting Malbek and Oracle through Amazon SQS. This transformative integration enhances operational efficiency, optimizes costs, and offers customizable flexibility to tailor the solution to your unique processes. Ready to revolutionize your contract and financial operations?

Key Features

How Oracle integrates with Malbek

OneTrust

Governance, Risk, and Compliance (GRC)

OneTrust Risk Management with Malbek

Connect OneTrust risk intelligence to your contracts in minutes, not months—with drag-and-drop integration that automatically flags high-risk vendors and ensures compliance without coding.

Native

Bi

Streamline Vendor Risk Management with OneTrust CLM Integration

Eliminate procurement bottlenecks and compliance blind spots with Malbek’s drag-and-drop OneTrust integration. While other CLM platforms require costly custom development to connect vendor risk data, Malbek’s no-code connector delivers real-time risk intelligence directly into your contract workflows—automatically flagging high-risk vendors, streamlining compliance checks, and ensuring every contract decision is backed by comprehensive risk data without manual intervention or technical resources.

OneTrust Risk Management with Malbek

Key Benefits

Automated Risk-Informed Contracting:

Automatically pull vendor risk scores and compliance status directly into contract records, ensuring procurement teams never approve high-risk agreements without proper oversight and documentation.

Streamlined Vendor Onboarding:

Eliminate manual risk assessment delays by automatically retrieving OneTrust vendor profiles and risk data during contract creation, reducing vendor onboarding time from weeks to days.

Proactive Compliance Monitoring:

Trigger automated compliance workflows when vendor risk scores change or compliance issues arise, preventing costly regulatory violations and maintaining audit readiness.

Executive-Ready Risk Reporting:

Generate comprehensive vendor risk reports combining contract data with OneTrust risk intelligence, providing leadership with complete visibility into portfolio risk exposure and compliance status.

Seamless Risk Integration That Works With Your Existing Processes

Transform your procurement workflows with intelligent risk automation that requires zero coding or IT resources. Our pre-built OneTrust connector seamlessly bridges your contract lifecycle with comprehensive vendor risk management.

Key Features

How OneTrust integrates with Malbek

Microsoft Word

Document Management

Native Microsoft Word Integration for Malbek CLM

Author and negotiate contracts directly in Word—full CLM functionality with AI-powered assistance in your familiar editing environment.

Native

Bi

Elevate Contract Authoring with Native Word Integration and AI Assistance

Transform contract creation and negotiation with Malbek’s comprehensive Word plug-in. While other CLM platforms force users into unfamiliar editing environments, Malbek delivers full contract lifecycle capabilities directly within Microsoft Word—combining familiar authoring tools with AI-powered playbook review, automated redlining assistance, and seamless platform synchronization for unparalleled productivity and adoption.

Native Microsoft Word Integration for Malbek CLM

Key Benefits

Zero Learning Curve:

Get legal teams productive immediately using the Word interface they already know, eliminating training time and resistance to new contract management tools.

Accelerate Contract Quality:

Leverage AI-powered risk detection and automated redlining suggestions to catch issues faster and improve contract outcomes without slowing down authoring workflows.

Eliminate Version Chaos:

Automatically sync all changes and collaboration between Word and Malbek, ensuring everyone works from the latest version without manual coordination or file management headaches.

Streamline Negotiations:

Complete entire negotiation cycles within Word using familiar track changes and comments, reducing negotiation timelines and improving stakeholder participation.

Professional Contract Authoring Built for Legal Teams

Transform your contract creation process with Word’s familiar interface enhanced by enterprise CLM capabilities and AI intelligence. Compatible with Windows Word 2016+ and Mac Word 15.19+.

Key Features

How Microsoft Word integrates with Malbek

Microsoft Sharepoint

Storage

Microsoft Sharepoint Storage for Malbek CLM

Centralize contract storage with seamless SharePoint integration—secure document management aligned with enterprise policies.

Native

Bi

Unify Contract Management with SharePoint Document Storage

Eliminate document silos and storage complexity with Malbek’s native SharePoint integration. While other CLM platforms force you to choose between contract functionality and enterprise document policies, Malbek seamlessly connects with your existing SharePoint infrastructure—enabling centralized document management, automated storage workflows, and secure access controls that align with your organization’s established governance and security standards.

Microsoft Sharepoint Storage for Malbek CLM

Key Benefits

Enterprise Document Centralization:

Maintain all contract documents within your existing SharePoint environment while leveraging Malbek’s contract lifecycle capabilities, ensuring compliance with enterprise storage policies and governance requirements.

Automated Document Workflows:

Streamline document management with automatic transfer of finalized contracts to designated SharePoint locations when contracts reach defined stages, eliminating manual file management and ensuring consistent storage practices.

Seamless Legacy Migration:

Accelerate CLM implementation by bulk importing existing contracts from SharePoint repositories, preserving your investment in document organization while gaining advanced contract management capabilities.

Unified Access and Security:

Leverage SharePoint’s established permissions, access controls, and security policies for contract documents while maintaining the rich contract management features and workflows within Malbek CLM.

Enterprise Contract Storage Integration Built for Microsoft Enterprises

Transform your contract document management with native SharePoint connectivity designed for enterprise Microsoft ecosystems. Secure storage, automated workflows, and centralized governance.

Key Features

How Microsoft Sharepoint integrates with Malbek

Microsoft Outlook

Collaboration

Malbek CLM for Microsoft Outlook

Access and manage contracts directly from Outlook—seamless email-to-contract workflows without leaving your inbox.

Native

Bi

Transform Email Communication into Contract Management Workflows

Streamline contract-related communications with Malbek’s Outlook desktop integration. While other CLM platforms require constant application switching, Malbek’s Outlook add-in enables contract document access and sharing directly from your familiar email environment—facilitating review, editing, and negotiation workflows without disrupting established email communication patterns.

Malbek CLM for Microsoft Outlook

Key Benefits

Stay in Your Email Flow:

Save time and maintain focus by handling contract document sharing directly from your inbox, reducing the productivity drain of constantly switching between email and contract management applications.

Accelerate Contract Communication:

Speed up review cycles and negotiation timelines by instantly accessing and sharing contract documents from within email conversations, eliminating delays from manual file searches and attachments.

Reduce Email Friction

Transform contract-related emails from multi-step processes into simple, one-click actions, enabling faster response times and smoother collaboration with counterparties and internal teams.

Boost User Adoption:

Increase contract management engagement by meeting users where they already work—in their email—rather than forcing them to learn and navigate separate contract applications.

Email-Integrated Contract Management Built for Desktop Users

Enhance your contract communication with Outlook desktop integration designed for seamless document sharing and collaboration workflows. Available through Microsoft Store for Outlook desktop applications.

Key Features

How Microsoft Outlook integrates with Malbek

Microsoft Dynamics

CRM

Malbek CLM for Microsoft Dynamics CRM

Streamline opportunity-to-contract workflows with Microsoft Dynamics—turn sales opportunities into agreements without leaving your CRM.

Native

Bi

Frictionless contracting with Malbek and Microsoft Dynamics.

Eliminate the gap between sales opportunities and contract execution with Malbek’s Microsoft Dynamics integration. While other CLM platforms require manual data transfer between CRM and contracts, Malbek enables direct contract creation from Dynamics opportunities—auto-populating deal information and contact data to accelerate contract workflows without forcing sales teams to leave their familiar CRM environment.

Malbek CLM for Microsoft Dynamics CRM

Key Benefits

Crush Contract Delays:

By integrating Malbek with MS Dynamics, you can improve collaboration and communication between teams — fostering stronger business relationships.

Informed Negotiations:

All parties involved can fulfill their obligations directly within the CRM platform, eliminating back-and-forth, reducing inconsistencies, and minimizing risk.

Obligation Fulfillment:

Advanced analytics help refine your contracting strategies, leading to more favorable outcomes and more revenue — data is always on your side to pinpoint specific clauses or terms causing bottlenecks.

Free Up Legal Time:

Reduce Legal touchpoints by nearly 97%! Imagine a world where sales teams are no longer asking, “Where’s my contract?”!

Constantly evolving to meet your business needs.

Malbek tightly integrates Dynamics Account records, making the integration user-friendly without the need for technical expertise. As your business processes evolve in Dynamics, business users can easily update integrated configurations without relying on IT or technical resources.

Key Features

How Microsoft Dynamics integrates with Malbek

Hubspot

CRM

Malbek CLM Seamless Integration with Hubspot CRM

Transform HubSpot deals into contracts instantly—bi-directional integration that keeps your revenue engine synchronized.

Via 3rd party

Bi

Streamline Deal-to-Contract Workflows with Native HubSpot Integration

Eliminate the gap between closing deals and executing contracts with Malbek’s comprehensive HubSpot integration. While other CLM platforms require manual coordination between sales and legal teams, Malbek’s bi-directional HubSpot connector enables automatic contract creation from deals with complete line item synchronization—ensuring your pipeline stays accurate and deals move seamlessly from opportunity to executed agreement.

Malbek CLM Seamless Integration with Hubspot CRM

Key Benefits

Revenue Operations Alignment:

Automatically sync contract changes back to HubSpot deals, keeping line items, amounts, and deal status accurate throughout the entire revenue cycle.

Deal-to-Contract Creation

Transform HubSpot deals into contracts with one click, auto-populating all deal data, line items, contacts, and company information for immediate contract generation.

Eliminate Revenue Leakage:

Prevent deals from falling through the cracks with seamless handoff from closed opportunity to executed contract, maintaining momentum throughout your revenue process.

Maintain Pipeline Accuracy

Keep your sales forecasting reliable with bi-directional updates that ensure HubSpot deal amounts reflect actual contract terms and line item changes.

Enterprise CRM Integration Built for Revenue Operations

Transform your sales-to-contract workflows with proven HubSpot connectivity designed for revenue acceleration. Bi-directional synchronization, automated processes, and comprehensive deal visibility.

Key Features

How Hubspot integrates with Malbek

Google Drive

Storage

Google Drive Storage for Malbek CLM

Organize contracts in Google Drive—flexible export options with ZIP files or individual documents.

Native

Bi

Streamline Contract Storage with Native Google Drive Integration

Simplify contract document organization with Malbek’s comprehensive Google Drive integration. While other CLM platforms limit export options, Malbek’s native Google Drive connector provides flexible export formats—including ZIP files and individual documents—enabling organized cloud storage, streamlined document management, and easy retrieval that aligns with your existing Google Workspace workflows.

Google Drive Storage for Malbek CLM

Key Benefits

Flexible Export Formats:

Export contracts as convenient ZIP files or individual documents to Google Drive, providing organized storage options that match your document management preferences and collaboration needs.

Organized Cloud Storage:

Maintain systematic contract organization in Google Drive with structured exports that include signed contracts, supporting documents, and metadata for comprehensive document management.

Enhanced Document Accessibility:

Enable easy retrieval and sharing of contract documents through familiar Google Drive interface, improving collaboration and document access for distributed teams.

Self-Service Export Control:

Empower business users to export contract documents and metadata to Google Drive on-demand without requiring IT involvement or technical expertise.

Google Workspace Integration Built for Contract Storage

Transform your contract storage workflows with proven Google Drive connectivity designed for flexible document organization. Multiple export formats, automated workflows, and seamless Google Workspace integration.

Key Features

How Google Drive integrates with Malbek