Streamline Your Contract Creation with Make: A Guide to Automated Contract Creation

Contracts are a fundamental part of any business, but creating them can often be a time-consuming and error-prone process. 

Have you ever experienced stressing yourself to draft, review, and finalize contracts? If so, you’re not alone. Fortunately, there’s a solution that can transform the way you handle contracts: automated contract creation.

In this article, we’ll explore how using Make for automated contract creation can streamline your workflow, save valuable time, and ensure the utmost accuracy. 

Why Choose Automated Contract Creation?

Automated contract creation is a game-changer for businesses of all sizes. Here’s why:

1. Efficiency and Speed. Automation drastically reduces the time it takes to create contracts. What once took hours can now be accomplished in minutes.

2. Consistency and Accuracy. Automated systems minimize the risk of human error, ensuring that all contracts are accurate and consistent.

3. Easy Customization. Templates can be easily customized to fit the specific needs of your business, allowing for flexibility without sacrificing efficiency.

4. Improved Compliance. Automated contracts help ensure that all legal requirements are met, reducing the risk of non-compliance.

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Getting Started with Make

1. Setting Up the Database

The first step in automated contract creation with Make is setting up a database, like Google Sheets. This database will serve as the foundation for your contracts. Here’s what you need to include:

• Full Name: The name of the contract recipient.
• Email Address: The recipient’s email address.
• Rent Amount: The amount of rent for the specific contract.
• Start Date and End Date: The duration of the contract.
• Status Metrics: Indicators such as “details ready” to signal when a contract is ready to be created and sent out.

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2. Creating the Contract Template

Next, you’ll need a contract template. You can use Google Docs for this step. This template will include all the necessary elements of your contract.

Dynamic fields should be placed inside curly braces, { }. These fields will be populated automatically by Make, based on the data in your database. Dynamic fields may include:

• {Room Number}
• {Start Date}
• {End Date}
• {Amount}
• {Tenant Name}

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Make sure to properly format the template. You may use the sample template in the video for reference.

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3. Automating the Process with Make

With your database and template ready, it’s time to set up the automation in Make.

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1. Search the Google Sheet: Use Make to search your Google Sheet for rows where the "details ready" column is set to "Yes" and the "contract created" column is not yet marked.
2. Create the Contract: Use the "Create Document from Template" module in Make. Map the dynamic fields from your Google Sheet to the corresponding fields in your Google Doc template.
3. Convert to PDF: Once the document is created, convert it to a PDF. This ensures the contract is finalized and uneditable. PDFs are generally more secure and easier to manage for signatures.
4. Send the Contract via Email: The PDF contract will be sent to the recipient via email, with a personalized message and instructions for review and signature.
5. Update the Google Sheet: After sending the email, update your Google Sheet to mark the contract as "created" and note the date and URL of the contract. This prevents creating duplicates.

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Optional: Digital Signatures

While sending contracts as PDFs is great, you might want to consider digital signatures to streamline the process even further. Several tools can be integrated with Make for this purpose, including:

• Signi
• signNow
• ForSign
• ZapSign
• DocuSign

These tools allow you to specify the locations for signatures and other required fields, ensuring a seamless digital signing experience.

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Key Takeaways

Creating business contracts doesn’t have to be a stressful process. With Make, streamline your business operations, save time, and ensure accuracy. 

By setting up a simple database, creating a dynamic template, and automating the process, you can eliminate the stress and hassle of manual contract management.

Check out our blueprint and contract templates to help you get started. Here’s to stress-free contract creation!

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