Business Contract Analysis

Template

Pipefy’s Free Business Contract Analysis Template offers an easy way to run your company’s contract management process – creation, alteration, etc.

Use pre-designed email templates to ask for internal and external approvals and find out how Pipefy can save your time – and make your life a lot easier.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

New Contract

Provide additional information about the new contract and assign a responsible for analysing the new contract.

  • 1. Who's responsible for the analysis?

  • 2. What's the priority?

    • Critical
    • High Priority
    • Neutral
    • Low Priority
    • Unknown
  • 3. Is there a contract model?

  • 4. Who will send the contract model?

  • 5. Attach the contract model

  • 6. What's the billing method?

    • Fixed price
    • Development (hourly rate)
    • Service won't be charged
  • 7. What's the price?

  • 8. When's the expected delivery date?

Internal Approvals

Send the first version of the contract for internal analysis and approval.

  • 1. Who's responsible for approving?

  • 2. Do you approve this contract?

  • 3. Do you have any comments/observations?

Send for External Approval

Now it’s time to get the necessary external approvals for this version of the contract.

  • 1. Use automated emails to send the contract for approval!

  • 2. Attach the contract file

  • 3. When is the expected approval date?

  • 4. Did the customer approve the contract?

Modification

Oh no, wasn’t the customer satisfied with the contract? Modify it according to the customer’s requests.

  • 1. Did the customer request any modifications?

  • 2. Who's responsible for the modifications?

  • 3. What's the deadline?

Modifications Approval

Send the modified version of the contract to for a second round of external analysis/approval.

  • 1. Attach the final version of the contract

  • 2. Use automated emails to send the contract for approval!

  • 3. What's the deadline for approval?

  • 4. Were the modifications approved?

Done

Job well done, contract approved – another happy customer!

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