Contract generation involves pulling deal details, drafting custom terms, routing for approval, and chasing signatures across separate tools. Each handoff introduces delay, copy errors, and lost momentum right when a deal should be closing.
The automated version drafts the contract from deal data, routes it for review, and sends it for signature without manual copying. Once signed, it updates records and triggers invoicing so the deal moves from agreement to billing without added effort.
The full workflow, from trigger to completion.
Deal stage change starts the contract generation workflow automatically.
Contract Drafting pulls client, pricing, and scope data and builds a populated contract with custom terms.
Contracts above a value or risk threshold are routed to the Sales Manager for a manual approval check.
Approved contracts are sent automatically to all signers.
Signature & Tracking monitors envelope status and sends automatic reminders to signers who have not acted.
Invoice Creation detects full execution and creates the matching invoice.
A confirmation is posted to the rep and deal record once the invoice is created.
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