Overview
The LinkSquares Finalize integration in Ramp allows your sales team to initiate agreements using templates defined by legal without ever leaving Ramp.
If you are interested in integrating your Finalize instance with Ramp, contact your Customer Success Manager.
To learn more about setting up this integration, reference our article on:
Set Up and Configuration
Process
Drafting Agreements
Once a Ramp Spend Program has been configured using the process defined in the article:
Template Configuration
Users in Ramp can submit a spend request using the Spend Program.
- When the corresponding LinkSquares approval stage is reached in Ramp, the request is initiated in LinkSquares.
As the agreement status is updated in LinkSquares or new versions are uploaded to LinkSquares, the activities will be published to the Ramp activity log to provide visibility into the review status within LinkSquares.
Once the agreement reaches the configured status, the approval node in Ramp will be marked as approved.