Contracts drafted, sent, signed, and filed — without you touching them.
From "deal closed" to "signed PDF in the CRM" with zero copy-paste. Generates the right template, fills it with CRM data, routes for signature, chases the laggards, and files everything when it's done.
- ✓ DocuSign / Annature / PandaDoc
- ✓ Auto-fills from your CRM
- ✓ Smart chase sequences
- ✓ 3× faster close cycle
Contract pipeline · today
Live demo- ✓
Generated
Acme Pty Ltd · MSA
Auto-filled from HubSpot deal
- ✓
Sent for signature
sent to 3 signatories
DocuSign envelope #9241
- 3
Partially signed
2 of 3 signed
Mark R. still pending
- 4
Reminder sent
Day 5 nudge to Mark
Tone: warm + deadline
- 5
Fully signed
—
Awaiting
- 6
Filed & billed
—
Sharepoint + Xero
5.7d
average time-to-sign without chasing.
22%
of deals lost to slow contract turnaround.
3×
faster close cycle once chasing is automated.
The bottleneck
"Deal closed" but unsigned isn't closed.
Contract turnaround quietly kills more deals than any other stage. Templates pasted, fields wrong, follow-ups forgotten — each step a chance to lose the win.
Manual drafting
Copy-paste from CRM into Word. Errors creep in. Hours lost.
Lost in inbox
Contract sent on Monday, forgotten by Friday. By Monday, the client's cooled off.
Filing chaos
Signed PDFs scattered across Drive, Dropbox, and inboxes. Audit nightmare.
How it works
From deal closed to filed contract in days, not weeks.
Generate
Picks the right template, fills it with live CRM data, validates fields, routes for internal approval if needed.
Route & chase
Sends via DocuSign/Annature. Tracks every signer. Sends graduated reminders with appropriate tone.
File & trigger
Signed copy filed in your DMS + CRM. Kicks off invoicing in Xero/QuickBooks and onboarding automatically.
What you get back
Cash in the bank sooner.
3×
faster contract-to-signed cycle
0
copy-paste errors after rollout
+11%
close rate from chasing recovery
6h/wk
ops time freed per dealmaker
What's included
Contract ops on autopilot.
Smart template selection
Right MSA, SOW, NDA, or quote per deal type.
CRM-driven fill
No copy-paste. Pulls live deal data into the template.
Internal approval flow
Configurable: legal review only if value > X.
E-sign integration
DocuSign, Adobe Sign, Annature, PandaDoc, SignNow.
Smart reminder cadence
Day 2, day 5, day 7 — tone tuned to lifecycle.
Multi-signatory routing
Sequential, parallel, or hybrid signing flows.
Audit log & versioning
Every change tracked. Compliance-ready.
Auto-filing
Drive, SharePoint, Box, Dropbox + CRM record.
Downstream triggers
Kicks off invoicing in Xero, onboarding in your stack.
Built for these businesses
Particularly powerful where contracts are constant.
Professional services
MSAs, SOWs, retainers — all from CRM.
Real estate
Listing agreements, contracts of sale.
Construction
Sub-contractor agreements, variations.
Recruitment
Candidate offers + placement contracts.
Legal & accounting
Engagement letters with conflict checks.
Tech & SaaS
Order forms + DPA + NDA bundled per deal.
Healthcare
Patient consent + provider agreements.
Marketing agencies
Scope documents + change orders.
Why not just…
Better than DocuSign alone.
Word + email
- Cost
- $0
- Avg sign time
- 5–10d
- Auto-fill
- ❌
- Smart chasing
- ❌
DocuSign on its own
- Cost
- ~$45/mo
- Avg sign time
- 4–6d
- Auto-fill
- ⚠️
- Smart chasing
- ⚠️
Ops admin (part-time)
- Cost
- ~$2.5k/mo
- Avg sign time
- 3–5d
- Auto-fill
- ✓
- Smart chasing
- ⚠️
AI contract workflow
- Cost
- from $200/mo
- Avg sign time
- 1–2d
- Auto-fill
- ✓
- Smart chasing
- ✓
Frequently asked
Contract workflow questions.
Which e-signature platforms do you support? +
DocuSign, Adobe Sign, PandaDoc, Dropbox Sign (formerly HelloSign), Annature (AU-native), and SignNow. Custom integrations on request.
Where do contract templates live? +
In your existing system — Google Drive, SharePoint, Notion, or PandaDoc. We connect to it; nothing migrates unless you want it to.
Can it pull data from my CRM? +
Yes. HubSpot, Pipedrive, Salesforce, Zoho — deal data flows into the template automatically. No copy-paste.
How does the chasing work? +
Smart reminders on day 2, day 5, day 7 — each with different tone. Escalates to a human if no response by day 10. Knows when to stop.
Is the signed copy filed automatically? +
Yes. Signed PDFs land in your DMS (Drive, SharePoint, Box), CRM record, and accounting system for billing kickoff.
How much does it cost? +
The 30-minute discovery call is free — no deck, no obligation. After that: audit $3,000–$6,000, build $5,000–$50,000 depending on integrations and contract complexity, and managed retainer $200–$2,000/month.
Is the 30-minute discovery call free? +
Yes — completely free, no deck or pitch. We use the 30 minutes to map your current contract flow and tell you honestly where automation pays back fastest.
Stop letting contracts kill deals…
Live workflow in 2–3 weeks.
30-minute call. We'll map your current contract flow, demo a tailored automation, and quote a fixed price.