Automatic contract generation and e-signature requests

Purpose

1.1. Automate creation of client contracts upon new deal qualification, ensuring documents reflect accurate service details, billing, and timelines.
1.2. Instantly send e-signature requests to clients, tracking contract status to streamline onboarding and reduce manual errors.
1.3. Synchronize signed contracts with CRM, document storage, and project management tools for full visibility and compliance.
1.4. Support audit trails, reporting on turnaround times, and automated reminders to speed up conversions.

Trigger Conditions

2.1. New lead/client marked as “qualified” in CRM (e.g., Salesforce new ‘Qualified Lead’ status).
2.2. New deal entered with required fields populated (company, contact, package, etc.).
2.3. Manual trigger via onboarding form submission.
2.4. “Draft contract” state created in contract management tool.
2.5. Update to lead status “contract required” in pipeline.

Platform variants

3.1. Salesforce
• Feature/Setting: Workflow Rule, Outbound Message—trigger upon “Qualified Lead”, send contract data to external app.
3.2. HubSpot
• Feature/Setting: Workflow automation—‘Deal Stage is Contract’, trigger webhook to contract generator.
3.3. Pipedrive
• Feature/Setting: Deal stage automation—‘Contract Sent’, configure webhook for contract template merge.
3.4. Zoho CRM
• Feature/Setting: Blueprint or workflow rule—on ‘Send Contract’, push details to document merge API.
3.5. DocuSign
• Feature/Setting: eSignature API—POST /envelopes to send contract and request signature.
3.6. HelloSign (Dropbox Sign)
• Feature/Setting: Signature Request API—POST /signature_request/send_with_template.
3.7. Adobe Sign
• Feature/Setting: REST API—POST /agreements, attach generated PDF and initiate signature.
3.8. PandaDoc
• Feature/Setting: Document creation API—POST /documents with JSON payload, autofill from CRM.
3.9. SignNow
• Feature/Setting: API—POST /document/{id}/invite, auto-send to client's email.
3.10. Sertifi
• Feature/Setting: eContract REST API—POST /api/contracts, send template filled with client data.
3.11. Formstack Sign
• Feature/Setting: API—POST /signing_documents, prepopulate fields from CRM webhook.
3.12. OneSpan Sign
• Feature/Setting: REST API—POST /transactions to prepare e-sign package.
3.13. RightSignature
• Feature/Setting: Send Document API—Initiate signature flow with client variables merged.
3.14. Google Docs
• Feature/Setting: Google Docs API—Generate new doc from template, populate merge tags from payload.
3.15. Microsoft Word (Office 365)
• Feature/Setting: Word Online API—Create file from template, merge CRM data using Mail Merge.
3.16. Airtable
• Feature/Setting: Automations—On new record in ‘Contracts’ table, trigger external webhook for PDF generation.
3.17. Asana
• Feature/Setting: Webhooks—Task created in ‘Contracts’ section, trigger signed document attachment.
3.18. Slack
• Feature/Setting: Incoming Webhooks—Notify team on contract sent/signed status updates.
3.19. Trello
• Feature/Setting: Butler Automation—On card moved to “Contracts”, send request to e-signature API.
3.20. AWS S3
• Feature/Setting: SDK/API—Store signed PDF; notify CRM via webhook.
3.21. Dropbox
• Feature/Setting: Dropbox API—Upload executed contract PDF to client folder post-signature.
3.22. Google Drive
• Feature/Setting: Drive API—Auto-upload signed contract, share with stakeholders.

Benefits

4.1. Reduces admin time and human error in contract handling.
4.2. Accelerates deal closure and onboarding speed with instant document flow.
4.3. Provides real-time status and audit logs for compliance.
4.4. Centralizes digital records, simplifies team collaboration.
4.5. Enhances client experience with faster, digital-first engagement.