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Create and send commercial contract for client signature

Create and send commercial contract for client signature

Your Pipefy opportunity cards need manual contract drafting, causing signature delays and slowing deal handoffs. The workflow creates and sends contract PDFs to signers automatically, keeping deals moving same day.

Create and send commercial contract for client signature

Overview

Manual contract assembly is a hidden bottleneck in every deal. This flow creates a vetted contract from card data and sends it to the signer automatically, cutting signature turnaround and preserving a clear contract link in the deal record same day. Sales ops and AEs get consistent documents and fewer follow-ups.

Create and send commercial contract for client signature