Contract Workflow

What It Does

Routes contracts through your approval process automatically — from draft to internal review to client signature — with status tracking at every step.

How It Works

1. Trigger: A proposal is accepted and a contract needs to be created
2. Step 1: A contract is generated from your template with deal terms pre-filled
3. Step 2: The contract is sent to your internal approver (manager/legal) via Slack
4. Step 3: Once approved, it's sent to the client for e-signature
5. Step 4: Signed contracts are automatically filed and the deal status is updated

Why It Matters

Contracts sitting in someone's inbox for days can kill deals. Automated routing keeps contracts moving and gives you visibility into where every deal stands.

Who Is This For?

• Businesses with multi-step approval processes
• Sales teams that lose momentum waiting for signatures
• Anyone who wants to close deals faster