Generate sales contracts from deals
Use sales contract automation to fill the matching template when a deal reaches the contract stage, send it through a contract approval workflow based on deal value, discount, and terms, and log the link on the deal.
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When a deal moves to the contract stage in [CRM name], the automation pulls the deal's account, products, pricing, and terms, picks the contract template that matches its product, region, and contract type in [electronic signature or document generation tool, e.g. DocuSign, PandaDoc], and fills it to create the contract there. It checks the deal value, discount, and terms against an approval rules table in [approval rules source, e.g. spreadsheet, database] to find the approver, sends them the contract link in [team chat platform, e.g. Slack, Microsoft Teams], and adds the link to the deal in [CRM name] with its contract status set to awaiting approval.
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Problem
When a deal reaches the contract stage, sales reps copy account, pricing, and product details from the CRM into a contract template by hand, then chase the right approver over email or chat. Copy errors slip into contracts, reps guess which approver a discount or term needs, and deals sit idle while contracts wait to be drafted and approved.
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Solution
When a deal moves to the contract stage in the CRM, the automation pulls the deal's account, products, pricing, and terms, picks the contract template that matches its product, region, and contract type, and fills it in the electronic signature tool. It checks the deal value, discount, and terms against an approval rules table to find the approver, sends them the contract link in team chat, and adds the link to the deal with its status set to awaiting approval.
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Impact
Every contract reaches the right approver complete and accurate as soon as a deal is ready, so deals keep moving instead of stalling on copy errors and approval chases.
Benefits
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Shorter sales cycles
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Reduced contract errors
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Fewer approval bottlenecks
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Increased rep selling time
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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