Contract Automation

Major Business Bottlenecks Solved:

  - Accelerates the contract creation and approval process.

  - Minimizes manual errors and inconsistencies in contracts.

  - Enhances contract tracking and compliance monitoring.

  - Reduces contractual risks and speeds up the sales cycle.

What You’ll Receive:

- Full set-up video(s) for the tools being used in the automation.

- Access to the template link or a full build tutorial video.

- Full set-up video for the automation(s) in question.

- Full Set-up (due to the extensive setup time required).

Automation Setup:

Purchase the template, access the detailed setup guide, and implement the contract automation within your organizational workflow for optimized contract management.

Necessary Tools:

1. Zapier: Essential for automation workflows, connecting different apps and services.

2. Document Template Provider (e.g., Formstack): Useful but optional for creating and managing document templates.

3. CRM Systems: Integrates customer data to streamline contractual agreements.

4. Email Tools: Required for sending and receiving contract-related communications.

5. Project Management Tools: Helps in tracking the progress of contract approvals.

Automation Workflow:

The automation leverages Zapier to connect various tools and streamline the contract lifecycle. Document templates created in Formstack are integrated with CRMs to pull in customer data dynamically, allowing for auto-generation of contracts. Email tools send these contracts out for review and approval, while project management tools track their status and ensure timely follow-ups.

Disclaimer: Please give us 3 days to package your automation. All automations require subscriptions to various software such as marketing tools, automation management software, or AI API which may include additional monthly costs.

Optional Services:

• Expert Management: Benefit from ongoing contract management and optimization services by the COGS team, keeping your operations smooth and compliant.