Best practices for automating contract lifecycle and document generation


Why should you attend?

Documents are used everywhere - offer letters for new hires, contracts for deals, vendor and partner NDAs, loan applications, and thousands more. By automating complex agreement processes, you can eliminate human errors to auto-populate documents with right and accurate data. 

Automations enable you to scale your business by allowing users to customize contracts and other documents based on unique customer needs; increase compliance with standardized processes and oversight; and easily manage the lifecycle by sending, tracking, and act on completed agreements faster.

Join this Product Hour to learn how you can create automations to manage lifecycle of agreements, seamlessly generate business critical documents like invoices, purchase orders, and reports to close deals faster, increase speed to hire, and more.  


Join us in this Product Hour to learn about the best practices that can help you in creating a robust foundation for governnce and security to build, manage, and operate these automations at scale across your enterprise.

What will you learn?

  • Creating custom contracts using templates
  • Validating, formatting data for accuracy
  • Approval workflows for compliance
  • Generating PDF documents for invoices
  • Secure storage of documents in ECM


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Jayesh Shah

VP of Customer Success


Looking to learn more? Check out our past product hours.
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Thursday, July 15th 2021

11 AM - 12 PM PT

Sai Krishnan

Product Manager

Isabelle Leong

Solutions Consultant