DocuSign Contract Automation

Never manually create or send a contract again

Close a deal and wait days for contracts? This automation generates contracts from your data, sends them for DocuSign signature automatically, tracks signing progress, and stores completed documents—all without human intervention.

advanced3-4 weekssales

Integrations used:

Manual contract workflows delay deals

You close deals but then manually create contracts, fill in details, and chase signatures.

Creating contracts from templates is tedious and error-prone

Deals stall waiting for contracts to be prepared and sent

Tracking signature status requires manual follow-up

Storing and organizing completed contracts is chaotic

How contract automation works

This automation handles the entire contract lifecycle from generation through signed document storage.

Trigger from CRM or form

When a deal reaches "Closed Won" or a form is submitted, the automation triggers contract generation.

Generate contract from template

A contract is created from your Google Docs template with all client details, pricing, terms, and custom fields automatically populated.

Send for DocuSign signature

The contract is automatically sent via DocuSign to the appropriate signers in the correct order with personalized messages.

Track and store completion

Signing progress is tracked, reminders sent automatically, and completed contracts are stored in Google Drive with proper naming and folder structure.

What you gain

Close deals faster

Contracts sent immediately after deal close, reducing time to signature.

50% faster close

Zero manual work

Complete contract workflow runs automatically from trigger to storage.

100% automated

Perfect accuracy

No more typos or missing information in contracts.

Zero errors

Organized document management

All contracts automatically stored with consistent naming and structure.

Perfect for

B2B sales teams needing fast contract turnaround

Generate and send contracts as soon as deals close to speed up signatures.

SaaS companies with standard service agreements

Auto-fill standard templates and route for sign-off consistently.

Agencies onboarding new clients with SOWs

Produce SOWs from deal data and store signed copies without manual effort.

HR teams sending employment contracts and offer letters

Send accurate offers with correct details and archive them automatically.

Ready to implement this automation?

Book a free consultation and we'll customize this template to your specific workflow and business needs.