1.Detect form submission created
Integrate Zapier Forms and form intake tools to capture submission data and trigger downstream document generation
Create contract PDF from form submission for prospect
Automatically process form submission created across Zapier Forms, Google Drive, Google Docs, and Email by Zapier. Create and deliver a contract PDF when form submission created, contract fields completed, or contact info capturedβso you can generate documents, upload files, and send review emails without manual document prep.
How this automation accelerates contract review
When form submissions arrive but contract PDFs need manual assembly, delays can stall legal review. This automation creates contract documents, exports and uploads PDFs, and sends review emailsβso your team can approve faster.
Zapier Formsor swap with your favorite app
2.Wait 60 seconds before file work
Integrate Delay by Zapier and workflow scheduling tools to pause execution and avoid conflicts during template processing
Delay by Zapieror swap with your favorite app
3.Find the prospect folder
Integrate Google Drive and folder organization tools to locate the configured prospect folder and prepare for upload
Google Driveor swap with your favorite app
4.Create document from template
Integrate Google Docs and template mapping tools to generate a filled contract and prepare it for PDF export
Google Docsor swap with your favorite app
5.Export and upload PDF
Integrate Google Drive and PDF export tools to upload the exported file into the prospect folder and name it correctly
6.Send outbound review email
Integrate Email by Zapier and email notification tools to attach the exported PDF and send it for review
Email by Zapieror swap with your favorite app
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Attach completed agreement to issue and notify assignee
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Attach completed signed documents to matching records today
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Attach executed NDA PDF to the intake record
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Attach signed documents to case records and update ledger
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Attach signed PDF to verification record on signing
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Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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