Deal contracts are generated from CRM data, sent for e-signature, and automatically filed once every party has signed.
Typical results
4 days
signing cycle, down from weeks
100%
of signed contracts filed automatically
0
email chasing for signatures
5 min
to generate a contract from CRM data
Figures reflect typical results for this kind of automation.
The challenge
Contracts were prepared manually and chased over email for signatures. Final signed copies were scattered and hard to locate later.
Before and after
Signing cycle
−81%Time to prepare a contract
−89%Signed copies filed in the deal folder
+67%The automation
We connected the CRM to an e-signature flow that fills the contract with deal details, sends it to all parties in the right order, and sends reminders until it is signed.
How it works
- 01
Deal ready in the CRM
When a deal reaches the contract stage, the flow kicks off automatically.
- 02
Contract auto-filled
Deal details flow into the contract template — no retyping, no copy-paste errors.
- 03
Sent in the right order
Each party receives the document for e-signature in the correct sequence.
- 04
Automatic reminders
Anyone who hasn't signed gets nudged on schedule until the contract is complete.
- 05
Filed the moment it's done
The fully signed copy is stored in the right deal folder, findable in seconds.
Starts from
- Draft contract
Delivers
- Signed & filed
The impact
The signing cycle shortened from weeks to days, and every signed contract was stored automatically in the right deal folder.
Questions about this automation
What starts the contract flow?
The flow starts when a deal moves to the contract stage in the CRM. It pulls the parties, property details, price and key dates from the deal record into the brokerage's contract template, so nobody retypes figures and the copy-paste errors that come with retyping go away.
How are signing order and reminders handled?
The signing order is set in the template, for example the tenant or buyer first, then the landlord or seller, then the broker. Each signer receives the document when it is their turn, and anyone who hasn't signed gets a reminder on a fixed schedule until the contract is complete.
Where do signed contracts end up?
When the last party signs, the completed PDF and its signing certificate are saved to the deal's folder and linked on the CRM record, and the deal moves to the next stage. Simple automations like this are usually live within days once the contract template and e-signature account are ready.