Product Hour

Best practices for automating contract lifecycle and document generation

Published: Jul 2021

Why should you watch?

Documents are used everywhere - offer letters for new hires, contracts for deals, vendor and partner NDAs, loan applications, and thousands more. By automating complex agreement processes, you can eliminate human errors to auto-populate documents with right and accurate data.

Automations enable you to scale your business by allowing users to customize contracts and other documents based on unique customer needs; increase compliance with standardized processes and oversight; and easily manage the lifecycle by sending, tracking, and act on completed agreements faster.

Join this Product Hour to learn how you can create automations to manage lifecycle of agreements, seamlessly generate business critical documents like invoices, purchase orders, and reports to close deals faster, increase speed to hire, and more.


What will you learn?

  • Creating custom contracts using templates
  • Validating, formatting data for accuracy
  • Approval workflows for compliance
  • Generating PDF documents for invoices
  • Secure storage of documents in ECM


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