Workflows & examples

When to use

These examples show how the pages in this guide fit together end to end.

Examples

1. Draft, review, and sign a contract

1. Create it in All Contracts → New from a template, inserting clauses from the library.
2. Send to Pending Review; legal and the AI assistant vet the terms.
3. Route for e-signature; on execution it becomes active with renewal tracked.

2. Generate a contract from a won deal

1. A deal is marked won in CRM.
2. A contract is generated here with the counterparty, value, and terms carried over.
3. It enters the lifecycle at draft/review — no re-keying of deal data.

3. Manage a renewal

1. The Overview flags a contract approaching expiry; the Contract Lifecycle assistant nudges the owner.
2. Negotiate updated terms, drafting from the clause library.
3. Route the renewal for signature before the current term lapses.

Tips & common mistakes

• Start from the source app for CRM, vendor, Field Service and Service Management contracts; the hub only reads them.
• Review decisions can also run through a Workflow, which writes the outcome back to the review.

Related

• The contract lifecycle
• Renewals
• Contracts and signatures flow