Automation

Contract automation software for the whole agreement

Contract automation software removes the manual steps around an agreement. Signee fills contracts from CRM fields, routes them to the right approver, sends them for signature in order with reminders, reads renewal dates from the signed copy and starts follow up work, such as updating the deal or notifying billing, the moment the last signer finishes.

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Fill from CRM fields
Approval rules by value or clause
Reminders and expiry built in
Workflows after signature

Workflow, after signature

When

Agreement signed

Update CRM deal stage

Closed won
Notify team channel

Sales and onboarding
Create onboarding task

Assigned to Customer Success
Send webhook

Billing system

Sales floor with a pipeline board behind glass while a rep takes a call

Where the time goes in a manual contract

Most of the time spent on a sales contract is not negotiation. It is copying the customer name, address, price and start date from the CRM into a document, chasing someone for approval in chat, emailing a PDF, reminding the signer twice, saving the signed file into a folder and typing the renewal date into a spreadsheet. Each step is small, and each one is a place where a wrong number or a missed date gets in.

Signee replaces those steps with rules you set once. A template knows which CRM field goes into which variable, an approval rule knows who must look at a discount above 15 percent, and a workflow knows what has to happen after signature. Your team still decides the terms. Signee does the moving around.

Automation starts at the draft. Use a saved template with variables through document assembly software, or describe the deal in one sentence and let the AI contract generator write the first version.

Approval rules on the order form

Order Form, Acme Retail 72,000 USD, 18 percent discount

Discount above 15 percent

Routes to Head of Sales

Approved
Annual value above 50,000 USD

Routes to Finance lead

Waiting for approval
Liability clause changed

Routes to Legal counsel

Queued

Sending unlocks when every step is approved. Each decision lands in the audit trail.

What you can automate

Every step from draft to renewal

Each automation is optional. Turn on the ones that save your team time and leave the rest manual.

Fill from CRM data

Map CRM fields to template variables once. New agreements arrive with company name, contacts, price and dates already filled in. Business and Company plans.

Approval rules

Route an agreement to the right person by deal value, discount or a changed clause. Approval is tied to the exact version that gets sent.

Signing order and reminders

Set who signs first, when reminders go out and when the request expires. Missing fields are caught before anything is sent.

Renewal and notice alerts

End dates, renewal terms and notice periods are read from the signed copy and turned into email alerts for the owner.

Workflows after signature

When the last signer finishes, update the deal stage, create an onboarding task, notify a team channel or call a webhook.

API and webhooks

Create agreements from your own product and receive events such as sent, viewed, signed and declined. 1,000 calls a day on Business, 10,000 on Company.

Order Form, Harbor Analytics 2 of 3 signed

Dana Price
Signed

VP Sales, Northwind Labs

Signed Oct 3, 10:42
Priya Shah
Signed

Finance, Harbor Analytics

Signed Oct 3, 14:05
3

Tom Becker
Awaiting signature

CEO, Harbor Analytics

Reminder sent Oct 5, expires Oct 17

Reminders

Every 2 days

Expires

In 14 days

Authentication

Email link

Automation that keeps people in charge

Automation in Signee never signs on your behalf and never changes terms by itself. A person writes or approves the text, a person signs, and every automated step is written to the audit trail with the rule that triggered it, so you can always explain why an agreement went where it went. The same trail supports the evidence described in e-signature legality.

Approval paths are described in detail in contract workflow software. If you want to drive agreements from your own system, the contract API covers creating, sending and tracking documents and receiving signed events by webhook.

After signature the contract does not disappear into a folder. Dates and obligations land in contract renewal tracking, where the owner gets an alert before each notice deadline.

How it works

Set up an automated sales contract

1
Save a template

Turn your order form or services agreement into a template and mark the variables such as fee, term and notice days.
2
Connect the CRM

Map CRM fields to the variables, so a new agreement starts from the deal instead of from a blank page.
3
Add rules

Decide who approves what, the signing order, reminder timing and expiry. Rules apply to every new agreement.
4
Add the after step

Choose what happens once it is signed: deal stage, task, team notification or webhook.

Customer details

Signee automation: Filled from CRM fields
Manual process: Copied by hand from the deal

Approval

Signee automation: Rule sends it to the right person
Manual process: A message in chat, if someone remembers

Reminders

Signee automation: Scheduled until the request expires
Manual process: Sent by hand when someone notices

After signing

Signee automation: Deal updated, team notified, webhook sent
Manual process: File saved to a folder, maybe

Renewal date

Signee automation: Read from the signed copy with an alert
Manual process: Typed into a spreadsheet

An automated agreement compared with a manual one
What you compare	Signee automation	Manual process
Customer details	Filled from CRM fields	Copied by hand from the deal
Approval	Rule sends it to the right person	A message in chat, if someone remembers
Reminders	Scheduled until the request expires	Sent by hand when someone notices
After signing	Deal updated, team notified, webhook sent	File saved to a folder, maybe
Renewal date	Read from the signed copy with an alert	Typed into a spreadsheet

Contract automation questions

What is contract automation software

Contract automation software handles the repetitive steps around an agreement: filling it with data, routing approvals, sending for signature, reminding signers, storing the signed copy and tracking dates. People still decide the terms and sign.

Which plan includes CRM data merge and workflows

CRM data merge, approval rules, post signature workflows and the API are part of Business and Company. Starter includes templates with variables, signing order, reminders, expiry and email renewal alerts.

Can automation send a contract without anyone checking it

Only if you allow it. You can require approval for any agreement, or only for those that cross a value, discount or clause rule. Every automated action is recorded in the audit trail.

Does Signee work without a CRM

Yes. Templates, AI drafting, signing order, reminders and renewal alerts work on their own. CRM data merge is an extra that saves typing when your deals already live in a CRM.

What happens if a signer declines

The agreement is marked as declined with the reason the signer gave, the owner is notified, and you can edit and send a new version without losing the history.

Is an automated agreement legally binding

Automation does not change the legal position. An agreement signed electronically is valid for most business contracts under ESIGN and UETA in the United States and eIDAS in the EU. Some document types, such as wills and certain court filings, are excluded.

Keep reading

Agreement workflow Contract workflow software that routes agreements to the right approver by value, discount or clause, then sends them for signature automatically. Read more Document generation Document assembly software that builds contracts and proposals from templates, variables and CRM fields, then sends them for signature in the same flow. Read more API Create agreements from templates, send them for signature and receive signed events through the Signee e-signature API and webhooks. Read more

Automate your next sales agreement

Describe the deal in one sentence, approve it, send it for signature and let Signee watch the renewal date. Plans start at 24 USD a month billed yearly.