Effortless contract creation & automation at scale

It's a new capability which combines Docfield's contract management with AgilePoint's process automation. AgilePoint is a process automation platform that helps enterprises automate complex processes and enables them to integrate different platforms.

It can help you generate any contract, from sales and HR contracts to policy documents, NDAs, SLAs, and partnership agreements. You can use it to generate any contract you create and distribute repetitively, and streamline the process while giving your documents a professional and consistent look.

Automate this process by integrating contract generation and approval into a larger workflow. Instead of remembering when you or your team members need to create and approve certain contracts, you can automate the contract generation process by adding triggers. Every participant is notified when it's time to take action.

For the entire organisation, the process begins with creating a template in Docfield. However, for an individual participant, a form can serve as the starting point. It's important to note that forms are just one way to input data into a document; data can also be automatically extracted from CRM systems without form completion.

The end point varies depending on your organisation's existing tools and preferences. Users can sign contracts within Docfield or export them to a designated signing solution, such as DocuSign. You can store finalised contracts in Docfield or export them to other preferred storage platforms like SharePoint or Google Drive, ensuring accessibility on multiple devices.