Lumin and GridMate partner to connect Salesforce productivity with agreement execution

Salesforce AgentExchange partner GridMate has partnered with Lumin to bring AI-powered document generation and digital signatures for Salesforce, enabling users to draft, negotiate and execute agreements without leaving their CRM. 

Lumin, the document workflow platform trusted by more than 140 million global users and GridMate, the Salesforce AgentExchange partner behind a five-star rated productivity suite of more than 30 components, are strategically partnering to bring product integration, joint enablement and co-selling. 

The partnership pairs two halves of a problem Salesforce customers know well. Lumin brings AI-powered document generation, real-time collaboration, eSignatures, and Verified Digital Signing (VDS) and GridMate brings spreadsheet style inline editing, advanced grids and revenue automation that keep users productive in one place. Independently, each platform transforms outdated processes, and together, they close the gap between working in the CRM and finishing the deal.

"This partnership allows us to combine our respective products and world class, giving our joint customers an even stronger solution. Both platforms are built to increase productivity and reduce friction, and together, we can deliver even greater value to businesses globally. GridMate are true leaders in their domain.” 

- Joel Foster, Chief Commercial Officer, Lumin 

An early expression of the integration is RevenueMate, GridMate's revenue automation and CPQ platform, which will feature Lumin as its document generation and signing layer, carrying a configured quote straight through to an executed agreement.

"Working inside Salesforce always comes down to the experience - how easy and connected it feels for the people actually using it. Partnering with a platform as trusted and globally recognized as Lumin, lets us extend that experience past the quote itself, taking our latest product, RevenueMate all the way from a configured deal to a signed agreement without leaving the CRM. It's the kind of integration that makes both platforms stickier for the customers we share."

- Rey Perera, CEO and Co-Founder, GridMate

About Lumin 

Lumin is a document workflow platform used by more than 140 million people worldwide. Lumin's product suite includes Lumin PDF for editing and annotating PDFs, Lumin Sign for legally binding digital signatures and AgreementGen for AI powered agreement creation, with integrations for Salesforce and Google Workspace. 

About GridMate 

GridMate is a global Salesforce AgentExchange partner delivering a five-star rated productivity suite of 30+ components that brings spreadsheet-style editing and advanced grids to Salesforce users, alongside RevenueMate for revenue automation and CPQ.