Contract templates and workflow automation

Take the complexity out of contract creation with Precisely’s templates. Automate repetitive content, define variables, conditions and calculations, and effortlessly generate documents.

1. Create

2. Control

3. Sign

4. Archive

5. Monitor

Contract automation

Say goodbye to the hassle of repetitive tasks.

  • Save time: Automate repetitive task
  • Improve accuracy: Minimize errors and inconsistencies with standardized templates
  • Ensure compliance: Increase consistency and adherence to legal and regulatory requirements, minimizing the risk of human error
  • Share the workload: Let others draft contracts by setting up automations and access rules
  • Enhance efficiency: Accelerate contract processes and boost the productivity of your team
woman on couch typing on laptop

"No other solution had a simple way of creating a template where you can just fill in the variables, and then the contract is generated. For us, that was the big advantage of using Precisely."

Roel Schoenmakers
CFO at Plat4mation

How it works

Precisely’s contract automation features let you

  • Input and design static content
  • Define variables and create corresponding references
  • Build conditional parts of the document
  • Set up formulas to eliminate any manual calculation
  • Add approval and signing stakeholders
  • Automate metadata tags for quick search and reporting
  • Automate reminders for any contract-related notifications

Click here to watch the video of automating a template

With Precisely’s powerful template and workflow automation, drafting contracts only takes minutes.

"The calculation feature in Precisely is synced up with our pricing, and now there’s no need to worry about unauthorized price adjustments. With our product, prices can change a lot. It’s important to have fixed options to keep things clear and scalable."

Sabrina Beer
Sales Administrator at Foleon

More workflow automation

Set up approval workflow to ensure compliance

Precisely’s smart approval workflow lets you automate approvals for various contract stages. Allowing a flexible design of the workflow, approvers can be included even under a specific set of conditions. This ensures that each document is properly authorized before being sent for external negotiation or a signature.

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Decide on a signing method and include default signees

Precisely provides 16 signing options, including Simple, Advanced, and Qualified Electronic Signatures. Collaborate globally using widely accepted e-signatures or utilize regional and country-specific digital identities like Nordic, Baltic, and German eIDs. Additionally, for in-person signings, your parties can sign directly on your device.

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Automate storage destination and user access

Define a folder destination for documents generated from a specific template. This allows you to effortlessly establish an organized Precisely Archive – a digital contract repository for all your contract. Setting this up also lets you keep full control of the access, enabling only authorized teams and users to see the designated documents.

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Build workflows for third-party contracts

Empower your automated workflow with Precisely, even when dealing with external documents. Our template features allow you to upload a third-party contract into an automated workflow.

Mandatory approvals, task reminders, metadata, and more – Precisely lets you automate all of it to easily streamline your entire contract lifecycle, regardless of the document’s origin.

hands typing on a laptop keyboard

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Precisely's contract lifecycle management

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Further reading