Contract & Terms E-Signature

Q: Can we use this with our existing CRM and e-signature platform?

Yes, the automation integrates with mainstream CRM and e-signature services. Your specific tools are verified during setup to ensure seamless data flow.

Q: What if a contract needs changes after it's sent?

Your sales rep can still manually edit and resend the contract if terms change. The automation handles routine, standard contracts; exceptions remain under your control.

Q: Does the automation update our CRM when a contract is signed?

Yes, once all required signatures are collected, the deal status is updated in your CRM and the signed contract is filed automatically.

Q: How much time does this actually save our team?

On average, each contract takes 38 minutes manually; automation reduces that to about five minutes of review time, freeing up your sales reps to focus on closing deals.

Getting contracts signed and countersigned without chasing paper.

228 hrs

Manual time identified

Companies have mapped

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About This Automation

Sending contracts for signature involves retrieving templates, manually filling in client details, finding signatories, and converting documents to PDF. This repetitive process consumes significant time and creates delays in deal closure.

Automation retrieves deal data from the CRM, populates contract templates instantly, converts to signature-ready PDFs, and sends them to all signatories automatically. Status tracking and reminder emails happen without manual intervention.

Key features:

Retrieve contract templates and populate them automatically with client and deal details from your CRM

Convert completed contracts to signature-ready PDFs and send them to all required signatories in one action

Monitor signature status continuously and send automated reminders to unsigned parties after three days

Update your CRM automatically when all signatures are collected and file the signed contract

Reduce contract turnaround time from five days to two days on average

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual data entry delays Sales reps spend significant time copying client details from the CRM into contract templates, creating bottlenecks and transcription errors.	80%
2	Daily status checking Reps must check email and the e-signature platform daily to track whether contracts have been opened or signed.	67%
3	Manual reminder emails Unsigned contracts require manual follow-up emails after three days, which reps often forget or delay.	53%
4	Slow deal closure Manual processes extend the average time to signature from five days to over a week, slowing revenue recognition.	40%
5	CRM record keeping Reps must manually update deal status and file signed contracts, creating inconsistent records and lost documents.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.0/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.2/ 10

Hidden Overhead™

6.8/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Deal marked ready for signaturetrigger

Workflow triggers when a sales deal status changes to 'Ready for Signature'.

2. Fetch deal and signatory details

Automation retrieves the deal record, client name, contract terms, and signatory email addresses.

3. Populate and generate contract

Automation fills the contract template with deal-specific details and generates a PDF ready for signature.

4. Send contract

Automation sends the contract to all signatories with a pre-configured signature workflow.

5. Monitor signature status

Automation checks daily for signature completion and updates the deal record.

6. Send automated reminder

If the contract remains unsigned after 3 days, automation sends a reminder email to the signatory.

7. Update CRM and notify team

Once all signatures are collected, automation updates the deal status to 'Signed' and sends a notification to the sales rep.

Most popular tool stack used

— the complete tool combinations companies use

58% of companies

28% of companies

13% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

272 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What happens if a signatory doesn't open the contract?

The automation sends an automated reminder email after three days of inactivity. Your sales rep can still manually follow up if needed, but the system handles the first reminder automatically.

Can we use this with our existing CRM and e-signature platform?

What if a contract needs changes after it's sent?

Does the automation update our CRM when a contract is signed?

How much time does this actually save our team?

View more FAQs

Process pain:9.0/10

Mapped by:6 Companies

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Page updated 10 August 2026