Proposal, Contract & E-Signature Automation

Map the Current Agreement Process

We review how your business currently prepares proposals, obtains internal approval, creates contracts, sends documents, collects signatures, and updates customer records.

Define the Required Templates

Up to two approved proposal or contract templates can be configured with the fields, sections, instructions, and business information required for the defined workflow.

Use Approved Business Language

The workflow can use client-approved pricing, service descriptions, terms, conditions, payment information, and other content supplied by the business. Legal drafting and legal review are not included.

Map Customer and Deal Information

Relevant information such as customer details, company name, selected services, pricing, dates, assigned representative, and deal status can be mapped into the appropriate proposal, contract, CRM, or document fields.

Generate Proposals Efficiently

Where supported, the workflow can use approved information to create or prepare a proposal without requiring the team to repeatedly enter the same customer and deal details.

Route Proposals for Internal Approval

Internal approval steps can be configured so proposals are reviewed by the appropriate person before they are delivered to the customer.

Deliver Proposals to Customers

The workflow can send or prepare proposals for delivery through an approved email, document, CRM, or proposal platform according to the available application capabilities.

Move From Proposal to Contract

When a proposal is approved or accepted, the workflow can prepare the next contract step or transfer the relevant information into an approved contract process where supported.

Configure E-Signature Workflows

We configure the signer roles, recipient information, signing order, required fields, and electronic-signature settings available through the selected platform.

Send Signing Notifications

Customers and internal team members can receive clear notifications when a document is ready for signature, has been completed, requires attention, or needs additional action.

Automate Signature Reminders

Basic reminders can be configured to help reduce delays when a recipient has not completed the signing process within the expected timeframe.

Track Agreement Status

Proposal, approval, contract, and signature statuses can be recorded or updated so the team can see whether an agreement is being prepared, awaiting approval, sent, viewed, signed, declined, or incomplete.

Update the CRM and Connected Systems

Where supported, completed actions can update the associated lead, contact, account, opportunity, project, or customer record in the connected CRM or business application.

Store Completed Documents

Signed documents can be transferred or organized in an approved storage location where supported, giving the team a consistent place to access completed agreements.

Handle Incomplete or Declined Agreements

Basic conditions can identify missing information, declined proposals, expired documents, incomplete signatures, or other common exceptions and trigger an appropriate notification or follow-up task.

Test Common Agreement Scenarios

We test proposal creation, approval routing, contract preparation, signature delivery, reminders, completed documents, status changes, CRM updates, and common exception paths using approved sample records.

Launch With a Clear Handoff

After testing, the workflow is activated or prepared for activation according to platform access requirements. The client receives an explanation of the templates, approval steps, signing process, notifications, and basic operating expectations.

Expand the Agreement System When Needed

This service covers one focused proposal, contract, and e-signature workflow. Additional templates, pricing logic, contract paths, custom portals, advanced approvals, payment collection, custom integrations, and ongoing administration can be scoped separately.