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Automated Contract Generation and Signing on Deal Close

Deal hits Closed-Won and the contract fills itself, routes to DocuSign, and stages the invoice on signature.

Best forAgencyB2BSaaSServices
Agents10 required
Duration4-6 minutes

Turns a Closed-Won deal into a review-ready paperwork package: term extraction and validation from the CRM, the correct variant template filled from real terms, an addressed e-signature envelope, an on-brand cover email, and a completion-triggered invoice plan for QuickBooks/Xero/Stripe. It is idempotent (one contract per deal, ever), suppression-gated before any outbound, and honest about signature status — when inbound DocuSign status is unavailable, completion is marked manually-unverifiable and the invoice stays a gated draft until you confirm.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull the closed deal(s), company, and signer/billing contacts; run the suppression / do-not-contact gate first

crm scanner
01

Extract and validate deal terms into a structured, sourced term sheet; flag inconsistencies and missing terms

deal analyzer
01

Classify each deal into a contract variant (new business / renewal / expansion / order form)

triage router
02

Run the idempotency check (deal_id :: contract_sent), select the variant template, and fill every merge field from the term sheet

sow contract drafter
02

Assemble the filled template into a clean final contract document with sections, order-form tables, and signature block

document writer
02

Enforce brand voice on cover-facing language only; leave legal clause text controlled and un-paraphrased

brand voice agent
03

Produce a plain-language summary of what the contract commits both parties to for the cover email and review card

document summarizer
03

Draft the personalized signature-request cover email to the validated signer with CC routing, staged not sent

email writer
04

Build the completion-triggered invoice payload from the term sheet, armed to stage only on genuine DocuSign completion or user confirmation

invoice builder
04

Assemble the full staged package — DocuSign envelope, cover email, CRM logging plan, invoice plan — for one-click approval; nothing executes until approved

distributor

Required Agents

10
  • crm-scanner
  • deal-analyzer
  • triage-router
  • sow-contract-drafter
  • document-writer
  • brand-voice-agent
  • document-summarizer
  • email-writer
  • invoice-builder
  • distributor

Connections

Required

docusigngmailgoogledrivehubspotquickbooks

Optional

slackquickbooksxerostripegmail

What it does

  • Auto-fills the right contract template from real closed-deal terms
  • Validates deal terms and flags missing fields as visible blanks
  • Suppression / do-not-contact gate on the signer before any send
  • Stages an addressed DocuSign envelope with personalized cover email
  • Idempotent by deal id — never double-generates a contract
  • Invoice-on-completion plan for QuickBooks / Xero / Stripe
  • Honest signature-status handling when inbound tracking is absent
  • One-click approval gate — nothing sends or writes before you approve

Example prompt

The Acme Corp deal just moved to Closed-Won in HubSpot — pull the terms, fill our MSA and order form, and get it staged to send to their signer via DocuSign. On signature, line up the invoice in QuickBooks.

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