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Contract management features

Smart contract generation

Stop generating contracts from scratch. Build all types of contracts using data from HubSpot, and reuse approaches from past projects in just a few clicks. 

Smart contract generation

Rate and budget management

Introducing contract management software that's as flexible as your business. PSOhub enables you to attach multiple role-based rates to one user and set alerts for time and budget milestones.

Rate and budget management

Time and material contracts

PSOhub makes it easy to bill clients based on your employees' or subcontractors' timesheets and the materials used for the job. 

Time and material contracts

Fixed-price contracts

Pull data in from HubSpot and easily bill clients using fixed-price contracts. 

Fixed-price contracts

Recurring and Installment contracts

Use PSOhub's contract management features to automate recurring or milestone-based invoicing. 

Recurring and Installment contracts

Dashboards and reporting

Keep an eye on all your active contracts from the PSOhub dashboard and quickly identify your most (and least) profitable deals. 

Dashboards and reporting
Smart contract generation
Rate and budget management
Time and material contracts
Fixed-price contracts
Recurring and Installment contracts
Dashboards and reporting
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Integrated with HubSpot

Integrated with HubSpot

Our two-way integration with HubSpot creates a seamless experience. Preserve important deal information, improve the handoff between sales and project management, and keep track of your time spent on each client from within the HubSpot activity feed. 

More reasons to love PSOhub

Overservicing budget alerts

Put an end to overservicing.

Use automated alerts for time and budget overspending to ensure you're always paid for your work. 

PSOHUB_RollBasedRates3

Role-based rates? No problem.

Finally, contract management software that understands you wear many hats — and that each hat can have a different billable rate. 

Save time by reusing templates.

Every client is different... but not that different.  Save your valuable time by reusing contract templates with just a few clicks. 

Experience contract management in PSOhub.

Explore more solutions:

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Project management

Easily manage all your projects with improved collaboration, easy scheduling, and budget management. 

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TimeExpense

Time and expense tracking

Use self-driving time tracking to minimize admin and increase productivity. 

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Invoicing

Generate, send, and track invoices in just a few clicks, or set up automatic invoicing. 

Learn more
HubSpot integration

HubSpot integration

Improve the handoff between sales and project management and manage information in the HubSpot activity feed.  

Learn more

PSOhub insights. Perfect for your coffee break.

Go to insights
Custom Contracts vs Templates: Which Is Right For Your Business?
If you’re in professional services and not already using contract templates, get in the game! We weigh the benefits in our latest blog about custom contracts vs templates.
Read more
How smart sales teams manage contracts in HubSpot
Check out our tips for using the HubSpot deal pipeline to better manage your contracts — creating, sending, and tracking contracts within the platform.
Read more
4 Features to Look for in a Contract Management System
Think you and your team might benefit from contract management software? Don’t know where to start? Check out the top 4 features to look for.
Read more