The challenge
Contracts were assembled by copying the previous one and editing names — which occasionally survived into a sent document — then emailed, chased, and filed by hand.
Objectives
- Generate the contract from deal data
- Remove the copy-and-edit risk
- Chase signatures automatically
- Advance the deal when signed
What we built
Templated contract generation from CRM deal fields, sent through Zoho Sign with automated reminders, and a signature event that advances the deal and starts onboarding.
Technology
Deluge · Zoho CRM · Zoho Sign
How it was delivered
- Contract templates populated from deal fields
- Sign workflow with automated reminder schedule
- Signature webhook advancing the deal stage
- Signed documents filed against the deal automatically
- Onboarding tasks triggered on signature
Outcomes
- Wrong client names can no longer survive into a contract
- Signature chasing happens without anyone remembering
- Onboarding starts the moment a contract is signed