Service contract automation
Budget: $25 – $50 CAD
I am looking for a freelancer who can help automate our client service contracts (sometimes called engagement letters). We currently have a manual process in place and are looking to speed up the contract creation process and decrease human error.
Skills and experience needed:
- Experience in contract automation
- Knowledge of consulting contracts
- Strong attention to detail
- Proficiency in software or tools for contract automation
Currently, the contract exists in Microsoft Word. The desired automation would go through the following steps:
1a) A manual trigger for the initiation of the process
1b) A guided process for creation of the final contract (i.e. filling in details of the contract into a blank template)
2) Converting the contract to a PDF
3) Using Microsoft Approvals:
a) Routing the contract to the business owner for e-signing
b) Routing the contract to the client for e-signing
4) Once signing was complete, notifying admin
5) Saving completed contract to Sharepoint document library
The automation should take place entirely within the Microsoft app environment.
Skills and experience needed:
- Experience in contract automation
- Knowledge of consulting contracts
- Strong attention to detail
- Proficiency in software or tools for contract automation
Currently, the contract exists in Microsoft Word. The desired automation would go through the following steps:
1a) A manual trigger for the initiation of the process
1b) A guided process for creation of the final contract (i.e. filling in details of the contract into a blank template)
2) Converting the contract to a PDF
3) Using Microsoft Approvals:
a) Routing the contract to the business owner for e-signing
b) Routing the contract to the client for e-signing
4) Once signing was complete, notifying admin
5) Saving completed contract to Sharepoint document library
The automation should take place entirely within the Microsoft app environment.