SharePoint Integration

Are you already using SharePoint for contract documents, but still finding it difficult to access contract information?

Integration with ContractHero allows you to easily import your existing contract portfolio, laying the foundation for active contract management without having to abandon your familiar workflows.

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Hundreds of leading companies manage their contracts with ContractHero

The challenge

Filing without contract management

SharePoint is firmly established as a document management platform in many companies. However, when it comes to deadlines, contractual provisions, responsibilities, or keeping track of active contracts, SharePoint alone is often no longer sufficient. This is precisely where the need for professional contract management arises. At the same time, many companies are deterred by the effort involved in migrating their existing contract portfolios.

Enable contract management in SharePoint

The SharePoint integration makes it easier for companies to get started with professional contract management using ContractHero. Existing contract portfolios from SharePoint can be imported without having to immediately abandon familiar structures. At the same time, contracts are managed centrally in ContractHero, while the contract portfolio remains available in SharePoint as well.

How it works in practice

Set up a one-time connection to SharePoint:
Specify the SharePoint folder to which the contract documents should be synchronized.
Importing contracts from SharePoint:
Contract portfolios can be imported into ContractHero with the support of our team. 
Manage contracts in ContractHero:
New contracts are created centrally in ContractHero and actively managed.
Automatically sync documents:
Uploads, name changes, or deletions are automatically synced to SharePoint.
Keep your familiar environment:
documents are stored in SharePoint; information and management are handled in ContractHero.
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What exactly can you expect?

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Faster contract processing—
—because no manual creation or filing is required

Stay up to date

Changes are automatically applied, ensuring that contract documents remain up to date in both systems.

Transparency without a changeover

Companies gain a clear overview of contract data without having to completely overhaul their existing document management system.

Improve safety

Contract documents remain reliably available in SharePoint as an additional, up-to-date copy at
.

What our customers say

In the past, searching for contracts took 10 to 15 minutes – today, we can find everything in a matter of seconds. With ContractHero, we save time every day, meet ISO requirements, and have full control over our contract management.

Maria Kruber
SVP/CFO at Wire

ContractHero takes our contract management to a whole new level: contracts become a real basis for decision-making. This has freed up liquidity and saved us over €100,000 in the first year .

Stefan Truthän
Managing Partner at hhpberlin

"Today, we know exactly which contracts are active, which deadlines are coming up, and where payments are due. This saves a lot of time and gives us peace of mind."

Daniel Fischer
Head of Finance at empact

ContractHero is user-friendly, efficient, and offers complete transparency. Without ContractHero, data would be difficult to find—this saves a considerable amount of time. It is particularly helpful in the financial sector for keeping track of costs and deadlines.

Ferdinand Neumann
Head of Finance & Controlling at DINA

Previously, our contracts were spread across various tools, which was confusing and time-consuming. With ContractHero, we have centralized everything, created clear structures, and accelerated processes tenfold. We can now find contracts in less than a minute.

Florian Bell
Managing Director at Natsana GmbH

With ContractHero, we save around 20% of the legal team's working time – through centralized storage, automated workflows, and structured deadline management. Our collaboration is more transparent, faster, and significantly more secure.

Lukas Berg
Legal Counsel at Schüttflix GmbH
Recommendations

Top rated on OMR Reviews, Trusted, G2, and others

Our customers value ContractHero for efficiency, reliability and first-class support.

A clear overview of your contracts in 30 minutes – live in the demo

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Frequently asked questions

What is synchronized between ContractHero and SharePoint?

The contract documents managed in ContractHero are synchronized. These are automatically saved in SharePoint or OneDrive as well and kept up to date whenever changes are made. Changes such as uploads, renaming, or deletions are automatically reflected in SharePoint.

Will ContractHero or SharePoint remain the leading system?

ContractHero remains the leading system for active contract management. It is used to manage contracts, deadlines, and responsibilities. SharePoint serves as an additional, up-to-date document repository.

Can I specify where documents are stored in SharePoint?

Yes. You can specify the folder in which the contract documents should be saved in SharePoint.

Can existing contract portfolios be imported from SharePoint?

Yes. Existing contracts can be migrated to ContractHero with support. This makes getting started much easier and allows you to continue using existing structures efficiently.

What is the specific advantage over a standard SharePoint repository?

The status is displayed within the HubSpot interface, so SharePoint remains the familiar document environment, while ContractHero takes over the active management of contracts, deadlines, and responsibilities. This creates greater transparency without disrupting existing workflows, allowing sales teams and stakeholders to quickly track progress and identify next steps.

How secure is the additional storage in SharePoint?

This integration ensures that contract documents remain available as up-to-date copies in SharePoint. This allows companies to establish reliable, additional document availability within their existing environment.