Contracts build themselves: from the quote to the signature
Someone opens a spreadsheet, works out the numbers, pastes them into a template, digs the client's details out of an email thread. An hour per contract. For a small business that signs a few of them a week, we make it one button.
Free 30-minute review of how contracts get made today, no obligation. Then a fixed price and a timeline in writing.Where it breaks, every single time
To price the deal, apply a discount or build a payment schedule, someone opens the same sheet again, then copies the result into the document by hand. That copy is where the errors nobody catches until invoicing come from.
Legal name, address, bank details, who signs and in what capacity. Some of it is in HubSpot, some in a thread, some only in the bookkeeper's head.
Did they open it? Did they read to the end, or stop halfway? Which clause made them pause? The follow-up call starts blind, with "so, did you get a chance to look?"
File the copy, update the CRM, tell the bookkeeper, remember the renewal next quarter. Four steps done by hand, or forgotten.
What we actually do
We don't move your paperwork into a different folder, and we don't replace your document system. We take the manual work off both ends: before the contract goes out, and after it comes back signed.
We work with the documents you already use: contracts, addenda, quotes, statements of work, invoices. The templates stay yours. What changes is who fills them in.
The document builds itself from data you already have
A "new contract" button appears on the client record in HubSpot, Pipedrive or whatever CRM you run. Legal name, address, bank details, signatory: all filled in automatically, because someone already typed them when the deal was created.
What's left is checking it and setting the commercial terms. Nothing to look up in email, nothing to copy from a previous contract, because there is nothing left to copy.
The system does the maths, not the spreadsheet
The calculation your team kept in a spreadsheet for years moves inside: discounts, sales tax or VAT, payment schedules, price per period. Same logic, it just now lives where the document is created.
The number in the contract matches the number quoted on the call. There is no longer a place to get it wrong in transit.
Signing on your page, or in DocuSign if you already have it
The client gets a link and lands on a page with your branding: a short explanation, the full text of the contract, and a signature drawn on a phone or typed. Every open, scroll and signature is logged with a timestamp, so the audit trail is there if anyone asks.
That gives you room a third-party window never had: the client first sees what they're getting, and only then reads the terms. The same page can take a payment or book the kickoff call. If your contracts already go out through DocuSign, we keep DocuSign and build the steps around it.
You can see what happened after you sent it
You can see what the document went through: opened or not, read to the end or not, which clause held them up, which one they came back to a second time.
If someone spent a long time on the payment terms and then left the page, the call starts with payment terms. This is not surveillance: the system sees behaviour on the page, not their inbox and not their personal data.
After the signature, everything routes itself
The signed document lands in your archive, the deal stage updates itself, both sides get their copy, and the customer and the first invoice appear in QuickBooks or Xero.
Reminders attach to the same event: the renewal, the invoice for the next period, the check-in at the end of the first month. The things usually remembered late.
We don't replace DocuSign
DocuSign, PandaDoc and the rest do their part well: they send, they store, they keep the archive. The problem isn't them. It's what happens before and after.
Before: the contract is still prepared by hand, priced in a spreadsheet, details gathered, template filled in. After: the copy is filed manually, the CRM is updated manually, QuickBooks hears about the deal a week later.
Those two parts are our work. Your signing service stays exactly where it is. It just stops being the start and the end of a manual chain.
How we go about it
- 1
Free review
30 minutes with whoever prepares the contracts by hand. We look at how many there are a month and what repeats.
- 2
We size the effect
We show how many hours a month preparation eats today, and which of those hours can be taken away.
- 3
We run a pilot
One document type, taken to a working state. Two weeks, fixed price.
- 4
We connect the rest
Other documents, reminders, reporting. We hand over the documentation and train your people.
What this looked like in a live project
A UK property management company: the owner contract carries an income forecast, commissions and termination terms. The off-the-shelf signing service showed the fact of a signature and nothing else.
An in-house contract signing system with detailed analytics
The signing service showed nothing after send: whether the client opened the contract, which clause stopped them, why they went quiet.
Read the full case study →What people usually ask
- How much does contract automation cost?
It depends on how many document types there are and where the data comes from. We quote a fixed price after the free review; before it, any number would be a guess. A pilot on one document type takes about two weeks, and first working results usually land in 2–4 weeks.
- Is an electronic signature legally valid in the US and the UK?
For most business-to-business contracts, yes. In the US the ESIGN Act and UETA recognise electronic signatures, and in the UK they are accepted for most commercial agreements. A few document types, such as wills and some property deeds, have their own formal requirements. At the review we tell you plainly whether your contracts fall into that group.
- We already use DocuSign. Are you replacing it?
No. DocuSign keeps sending and storing. We do the part before sending, which is assembling the document, running the numbers and filling in the details, and the part after: routing it to your CRM and QuickBooks or Xero and chasing what comes next.
- Who owns what you build?
You do. Code, access and data are yours from day one. We don't lock you in: if you want to carry on without us, or with a different team, nothing has to be switched off.
- Do we need someone technical on our side?
No. We set it up, launch it and show your team how to use it. Changing template wording or adding a field doesn't need a developer.
- What if it isn't a fit?
The review is free and commits you to nothing. Sometimes we finish it by saying: you sign three contracts a month, this won't pay for itself. That's a legitimate answer.
Show us one contract your team still builds by hand
Bring the template and the spreadsheet that goes with it. In 30 minutes we can say which fields already live in your CRM, what the calculation needs and whether automating it pays off at your volume.