Contract Send & eSign Automation
Auto-generate, send, and track contracts from CRM deal data — with reminders until signed.
Deal: Contract Stage
CRM stage change webhook
Generate Contract
Merges deal data into template PDF
Send for Signature
DocuSign / PandaDoc API call
Follow-Up Reminders
48hr nudge if unsigned
Signed → Onboard
Slack alert + onboarding task created
Trigger
Deal: Contract Stage
CRM stage change webhook
Action
Generate Contract
Merges deal data into template PDF
Action
Send for Signature
DocuSign / PandaDoc API call
Action
Follow-Up Reminders
48hr nudge if unsigned
Output
Signed → Onboard
Slack alert + onboarding task created
After a verbal 'yes', deals still fall apart during the contract phase because the process is slow. This workflow is triggered when a deal reaches 'Contract Stage' in your CRM. It pulls deal terms (services, price, start date, payment schedule) from the CRM, merges them into your legal contract template in Google Docs, converts to PDF, sends via DocuSign or PandaDoc for e-signature, and monitors for completion. If the contract sits unsigned for 48 hours, it sends an automated reminder. Once signed, it notifies the delivery team in Slack, creates an onboarding task in ClickUp or Asana, and updates the CRM deal to Closed Won.
- Contracts sent within minutes of deal reaching the stage — no delays
- Automatic reminders reduce signing lag from days to hours
- Instant onboarding handoff when contract is signed — zero lost-in-translation
- Full audit trail — all documents stored and linked in CRM
- Reduces contract-to-close cycle time by 50–70%
Sales teams and service businesses that use contracts for every client engagement and currently handle the contract process manually via email and PDF attachments.
Template
$79
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $899
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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