Automated Sales Contract Generation & Signing
Trigger a contract to be sent automatically when a deal in your CRM (like Salesforce or HubSpot) reaches
the 'Proposal' stage. Merge deal data directly into the contract template, send for signature, and update
the deal stage to 'Closed-Won' once signed.
- Reduce sales cycle time by up to 50%.
- Eliminate manual work for your sales team.
- Ensure consistent, error-free contracts.
HR Onboarding Packet Automation
When a new employee is added to your HRIS or a spreadsheet, automatically send them a complete onboarding
packet including their offer letter, W-4, I-9, and policy acknowledgment forms. Route signed documents to
the correct folders in Google Drive or SharePoint.
- Create a seamless day-one experience for new hires.
- Ensure 100% compliance with required paperwork.
- Free up HR staff from repetitive administrative tasks.
Real Estate Agreement Automation
Generate lease agreements, purchase offers, or listing agreements automatically from a form submission or
a row in Airtable. Send to all parties for signature in the correct order and notify agents and clients at
each step of the process.
- Close deals faster with instant document generation.
- Reduce liability with standardized, compliant workflows.
- Provide a modern, digital experience for clients.
Client Engagement Letter Automation
For agencies, consultants, and law firms, automate the creation and signing of engagement letters. When a
new client is created in your practice management software, send the letter, and once signed,
automatically create their project in Asana or Trello.
- Start new projects faster and bill sooner.
- Standardize client intake and reduce administrative overhead.
- Create a professional first impression.
Vendor & Supplier Agreement Workflows
Streamline your procurement process by automating vendor onboarding. Send new vendors your standard
agreement and compliance forms. Once signed, automatically add their details to QuickBooks or your
accounting system.
- Onboard vendors more quickly and efficiently.
- Ensure all vendors have signed the latest agreements.
- Maintain a clear, auditable record of all contracts.
Automated NDA Distribution & Tracking
Create a simple workflow where you can add an email to a Google Sheet to automatically send a
Non-Disclosure Agreement. Get notified in Slack when the NDA is signed and keep a running list of all
executed agreements.
- Securely share confidential information in seconds.
- Maintain a centralized, searchable log of all signed NDAs.
- Simplify a common but critical business process.
Project Sign-off & Approval Workflows
When a project milestone is completed, automatically send a sign-off sheet to the client for approval.
Once signed, trigger the next phase of the project or automatically generate and send the corresponding
invoice.
- Eliminate project delays waiting for approvals.
- Create a clear, documented record of client acceptance.
- Improve project velocity and team productivity.
Financial Document Approval Automation
Automate the approval process for purchase orders, expense reports, or budget requests. Route documents
for internal signature based on conditional logic (e.g., if over $5,000, add the CFO as a signer).
- Enforce financial controls automatically.
- Speed up internal approval processes.
- Maintain a complete audit trail for financial compliance.
Automated Consent & Waiver Form Collection
For gyms, event organizers, or service providers, automatically send liability waivers or consent forms
to new customers upon registration. Prevent customers from using a service until the required form is
signed.
- Reduce legal risk and ensure compliance.
- Automate a critical step in customer onboarding.
- Provide a simple, mobile-friendly signing experience.
IT & Security Policy Acknowledgment
Automate the annual or ad-hoc distribution of IT security policies, acceptable use policies, or other
internal compliance documents. Track who has signed and automatically send reminders to those who haven't.
- Simplify compliance audits with a complete digital record.
- Ensure 100% of employees acknowledge critical policies.
- Save countless hours for your IT and compliance teams.
Dynamic Document Generation from Form Submissions
Connect a Typeform, Jotform, or Google Form to your workflow. Take the submitted data, dynamically
generate a personalized PDF document, send it for signature, and email the final copy to the submitter.
- Create highly personalized documents at scale.
- Turn any web form into a powerful document workflow.
- Completely automate data collection and agreement signing.
CRM-Triggered Document Sending
Leverage webhooks in your CRM to instantly trigger a document sending workflow in Make.com. This provides
real-time automation that is more responsive than traditional polling methods.
- Act on customer events in real-time.
- Create a highly responsive and integrated system.
- Reduce delays between a business event and a document action.
Automated Document Archiving to Cloud Storage
Once a document is fully signed, automatically create a folder structure (e.g., /Client
Name/Year/Contract.pdf) in Google Drive, Dropbox, or SharePoint and save the signed PDF and audit trail.
- Keep your documents perfectly organized without any effort.
- Ensure a secure, long-term archive for all legal agreements.
- Eliminate the risk of losing or misfiling important documents.
Subscription Agreement Automation
Integrate with your payment gateway like Stripe. When a new subscription is created, automatically send
the customer your service agreement for signature. Store the signed agreement against their customer
profile.
- Ensure all paying customers have agreed to your terms.
- Automate a key legal step in the customer lifecycle.
- Reduce disputes and chargebacks.
Conditional Multi-Signer Routing
Build intelligent workflows that route documents to different signers based on data within the document
itself. For example, if a contract value is over $10,000, add a manager to the signing order. If it's for
a specific department, add the department head.
- Automate complex internal approval chains.
- Ensure the right people sign the right documents, every time.
- Reduce the manual effort of managing signing orders.
