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    Documents & Contracts

    Document Automation in Workflows

    Documents & Contracts

    Document Automation in Workflows

    Lead Fuel CRM allows you to integrate document creation and sending into your automation workflows. Automatically generate and deliver contracts, proposals, and agreements based on triggers without any manual intervention.

    Adding Document Actions to Workflows

    Step 1:Navigate to Automation > Workflows and open or create a workflow.
    Step 2:Add a new action step and select "Send Document" from the action list.
    Step 3:Choose the document template to use.
    Step 4:Configure the recipient (typically the contact who triggered the workflow).
    Step 5:Set any additional parameters like expiration date or personal message.
    Step 6:Position the action in the appropriate place within your workflow sequence.

    Auto-Populating Document Fields

    When a document is sent through a workflow, merge fields are automatically populated:

    • Contact data (name, email, phone, address) fills in from the contact record.
    • Custom field values are inserted wherever referenced in the template.
    • Date fields can be set to the current date or a calculated future date.
    • Pricing fields can be populated from opportunity or product data.

    Common Automation Scenarios

    • New Client Onboarding: When a deal moves to "Won" in your pipeline, automatically send a service agreement for signature.
    • Proposal Follow-Up: When a lead reaches a specific score or pipeline stage, send a proposal with your recommended package.
    • Renewal Reminders: Before a contract expires, automatically send a renewal agreement for the client's signature.
    • Post-Booking Contracts: After an appointment is booked, send a contract or waiver for the client to sign before the meeting.
    • Quote Requests: When a contact submits a quote request form, trigger a workflow that generates and sends a custom estimate.

    Workflow Conditions Based on Document Status

    Use document signing status as conditions in your workflows:

    • If document is signed: Proceed to the next step (e.g., send welcome email, create invoice, notify team).
    • If document is not signed after X days: Send a reminder or escalate to a team member.
    • If document is declined: Trigger a follow-up conversation or alternative offer.

    Tip: Combine document automation with payment automation for a seamless closing process. When a client signs a proposal, automatically generate an invoice or collect the first payment in the same workflow step.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

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