Contract & Document Workflows
Send → Sign → Track → Archive. Perfect for your forms + signature stack. Automate the entire contract lifecycle from creation to secure storage.
Contract workflow examples
Sales Contracts
From quote to signed contract automatically
Service Agreements
Custom agreements generated from intake forms
NDAs & Legal Docs
Streamline legal document execution
Send → Sign → Track → Archive
The complete contract lifecycle in four automated stages
Send
Automatically generate contracts from form data. Send to the right people at the right time with custom messages.
Sign
E-signature workflows with sequential or parallel signing. SMS verification, audit trails, and legally binding signatures.
Track
Real-time status tracking. See who's viewed, who's signed, and who's pending. Automated reminders for incomplete signatures.
Archive
Securely store signed documents with encryption. Organize by tags, search full text, and control access permissions.
Contract automation features
Template Variables
Insert form data into contract templates. {customer_name}, {price}, {start_date} automatically populated.
Conditional Clauses
Show/hide contract sections based on form responses. If payment_type = 'subscription', include recurring billing clause.
Version Control
Track all document versions. See what changed, when, and by whom. Revert to previous versions if needed.
Expiration Alerts
Get notified before contracts expire. Automatically trigger renewal workflows 30, 60, or 90 days before expiration.
Bulk Send
Send same contract to multiple recipients. Upload CSV with signer details. Perfect for employment agreements or NDAs.
Integration Ready
Sync signed contracts to Google Drive, Dropbox, SharePoint. Create Salesforce records. Update CRM automatically.