Solution · By problem
You close the deal and the contract takes three days to go out. That gets automated.
The client says yes, and then someone has to open the template, change the name, drop in the price, adjust the clauses and not mess it up. Days of delay between the “yes” and the signature. It gets automated: the system generates the ready-to-sign contract from your templates and the deal data.
The problem
The deal is already closed. What cools off is the paperwork.
- Between the client’s “yes” and the contract in their inbox, days go by, because someone has to draft it by hand.
- The previous client’s contract gets copied and the data swapped one by one: the old name slips into clause 7 more often than anyone admits.
- Each type of deal carries its own clauses, and deciding which ones apply depends on whoever’s drafting remembering.
- The rep who should be closing the next deal is wrestling with a Word doc and arguing with legal over a comma.
Cost of staying the same
Every day the contract takes to go out is another day the client can rethink it, and a signature that drifts away. It shows up in no cost line: it shows up as deals cooling off on the finish line and expensive people acting as word processors.
The solution
A system that drafts the contract with your clauses and your data, ready to sign
- 1We start from your real contract templates —the ones your legal team already uses—, not a generic model. Your clauses, your language, your terms.
- 2The system pulls the deal data from where it already lives (your CRM, the accepted proposal) and fills the contract: client, amount, terms, scope, the clause that fits the type of deal.
- 3Anything that needs judgment is flagged for human review before sending; the standard stuff goes out on its own. You decide the level of autonomy, contract type by contract type.
- 4It ends up ready for e-signature and logged: who generated it, with which template version, and when. No stray contracts on someone’s desktop.
What changes
What you stop losing
The time between the “yes” and the contract in the client’s inbox goes from days to minutes: the signature lands while the deal is still hot.
Mechanism
Copy-paste errors disappear —the previous client’s name, the old price, the wrong clause— because the system fills the data, not someone’s memory.
Mechanism
What we measure: time from closed deal to contract sent, % of contracts that go out with no manual edit, and errors caught in review.
What we measure
Spec sheet
- Work it removes
- building each contract by hand, copying the previous deal’s
- Typical setup
- 2–3 weeks
- Input
- closed deal with its data in the CRM
- Output
- contract generated on your template, ready to sign
- Works with
- HubSpotPipedriveSalesforce
- Can connect to
- Your templates (Word/Google Docs)DocuSignSignaturitDriveSharePoint
- What we measure
- time from close to contract sent% generated without interventiondata errors in clauses
- Good fit for
- contracts that start from templates with clauses by deal type
- Not a fit for
- bespoke contracts that need case-by-case legal drafting
Frequently asked questions
They’re two different moments of the same deal. The proposal comes before the sale: the document you convince with, with price and scope so the client says yes. The contract comes after the yes: the binding document that gets signed, with the legal clauses that protect both sides. They often run back to back —the accepted proposal feeds the contract data—, but the job here is the legal paperwork that blocks the signature, not the sales pitch.
That’s why the system doesn’t invent clauses: it starts from YOUR templates, already validated by your legal team, and only fills the deal data into place. Anything that needs judgment —a non-standard condition, a client with quirks— is flagged for human review before sending. You start with full review and release autonomy only on the repetitive, low-risk contract types, where the paperwork is identical except for four fields.
Yes. It’s built on your current CRM and repository: it pulls the deal data from where it already lives and uses your real contract templates, without asking you to migrate anything or change your format. The signature connects to whatever tool you already use (DocuSign, Signaturit or another). We connect what you have, drop the generation in the middle, and leave the contract going out ready to sign.
Want it running in your business?
You’ve pinned the problem. We ship the fix and leave it measured.