Auto-generate and email contracts from a form submission

When someone fills out your intake form, the system fills in a contract template and emails it to them as a PDF.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"someone submits intake form"]:::trig s0["fill contract template"]:::task s1["convert to pdf"]:::task s2["email pdf to recipient"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"contract pdf emailed"/]:::out pay{{"faster consistent contract turnaround"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationFile & Cloud StorageHR & Recruiting
Connects
TypeformGoogle DocsGmail
Featured in

The problem it solves

Drafting a new contract for every client or new hire means copying an old one, manually swapping out names and dates, and hoping you didn't miss a field. That back-and-forth eats up time you'd rather spend closing the deal or getting someone started.

Who it fits

Freelancers, HR teams, and small agencies who send the same type of contract to every new client or hire.

How it works

  1. Someone fills out an intake form with the client or hire's details
  2. The system fills those details into your contract template
  3. The completed contract is converted into a PDF
  4. The PDF is emailed directly to the recipient
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes contracts go out without further manual editing and that freed drafting time is used elsewhere.

What you get

A completed, signed-ready contract PDF sent by email.

What you need

A Typeform account, a Google Docs account for the template, and Gmail for sending.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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