Contract Templates and Workflow Automation

Workflows

Workflow templates and automations

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

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"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

Precisely’s smart approval workflow automates approvals across contract stages. Approvers can be added conditionally, ensuring every document is authorized before negotiation or signing.

Legally binding e-signatures with 16 signing options. Collaborate globally using widely accepted e-signatures or utilize regional and country-specific digital identities.

Contract security is crucial to your business. Precisely uses TLS encryption and state-of-the-art server infrastructure with world-class standards.

Work smarter with contract automation

Stop wasting time on repetitive contract work. Precisely automates drafting with smart workflow templates, access controls, and approval flows.

Focus on high-value tasks while your team saves time, avoids errors, and stays fully compliant.

Sales agreement template document precisely contracts

Drafting - New project from template precisely contracts

Build workflows for third-party contracts

Empower your workflow with automation, even when working with third-party contracts.

Precisely lets you upload external documents into your template-driven workflow for a smooth, consistent process.

Contract creation becomes faster, more accurate and easier to manage with Precisely’s contract automation features.

Automate approvals to ensure compliance

Automate approvals across different stages of the contract lifecycle

Add approvers only when specific conditions are met for full flexibility

Ensure every document is properly authorized before negotiation or signature

Flexible signing options for global and local needs

Choose from 16 signing methods, including Simple, Advanced, and Qualified Electronic Signatures

Use globally accepted e-signatures or region-specific digital identities

Support in-person signings by letting parties sign directly on your device

Automate storage destination and user access

Automatically route documents from each template into the correct folder

Build a structured, organized Precisely Archive without manual sorting

Control access so only authorized teams and users can view specific documents

Customers love Precisely. Across departments.

1,000

Balder manages nearly 1,000 companies with complex documentation needs

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500+

How ecosio handles 500+ contracts a year – stress-free

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50%

50% of contracts need no legal input at Adverity

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2 min

Setting up an NDA used to take NA-KD 10 minutes, but with Precisely it takes less than 2

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"Precisely delivered all the essential functions, like creating contracts, negotiating, e-signing, and archiving. It was very straightforward to operate and understand all the functions."

Maria Ellwood

Global Test Centre Relationship Manager at the British Council

"The time we save by using Precisely easily equals what a full-time employee would cost each month, which is a major efficiency improvement."

Karvan Guldstierna

Head of People at Key Solutions

"I have seen a lot of demos from competitors, but only Precisely could offer what we needed. They are not a supplier, but a partner."

Fiona Konetzky

VP of Legal & Compliance at Adverity

"We've chosen Precisely as a long term partner and we really appreciate their pragmatic and supportive approach to ensure our success with the platform. The CLM platform manages our advanced contract workflows well at scale and allows our legal team to share their workload in a controlled manner."

Markus Bertilson

General Counsel & Chief Compliance Officer at Food Folk Group

“We’ve gone from manual handling to a way of working where we’re one step ahead. It gives us both confidence and time to focus on other things."

Beatrice Löfling

Paralegal at Fastighets AB Balder

“What I loved most was that Precisely was so well-rounded. I felt like there was nothing missing and every aspect is just great. I don’t have to compromise on this or that.”

Wolfgang Vanas

Head of Legal at ecosio

FAQ

What is a contract template and how does it work in Precisely?

A contract template in Precisely is a reusable document with pre-approved content, variables, and logic. It helps you create accurate and compliant contracts in just a few clicks.

How does workflow automation improve the contract process?

Workflow automation improves efficiency by handling approvals, signatures, reminders, and metadata tagging automatically. This reduces manual work and helps avoid delays.

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Can I customize contract workflows for different contract types?

Yes. Precisely allows you to tailor workflows based on contract type, including conditions, stakeholder roles, and automated actions for each step.