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Automate contract generation from spreadsheets

What does this automation do?

This automation automatically generates contracts whenever new data is added to a spreadsheet. It uses templates to streamline the contract creation process based on the information in the spreadsheet.

Spreadsheet
Contract Generation

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Automating client onboarding agreements

Accelerate the client onboarding process by automatically generating service agreements upon adding new client data to a spreadsheet, reducing manual work and ensuring faster service initiation.

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Generating sales contracts upon deal closure

Streamline the sales process by instantly creating sales contracts when a deal is marked as 'closed' in a sales spreadsheet, speeding up deal finalization and reducing administrative delays.

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Creating vendor agreements for new suppliers

Efficiently onboard new vendors by automatically generating vendor agreements from supplier information entered into a spreadsheet, ensuring consistent terms and faster procurement setup.

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Producing employee contracts for new hires

Automate the creation of employment contracts when new employee data is added to a HR spreadsheet, reducing HR administrative tasks and ensuring timely contract issuance for new team members.

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Generating NDAs for partnership discussions

Quickly establish confidentiality agreements by automatically generating NDAs based on partner details in a spreadsheet, facilitating secure and efficient partnership explorations.

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