Sales and Legal Contracts

Template

Pipefy´s Sales and Legal Contracts template reduces the strain of managing contracts. Use it to know where the contract is in regards to the process of closing. Efficient and intuitive, it provides you with the essential information which the contractors can rely on.

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Template structure

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

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  1. Company Name
  2. Contact Person
  3. Email
  4. Contract value
  5. What to do with this contract?
  6. Phone number
  7. ID
  8. Deadline

Contracts Sent to Customer
Cards should contain basic contracts and whom they have been sent to

  1. Contract documents
  2. Contract description

Contracts Under Legal Review
Legal review and revision of contracts

  1. Date that the contract review will be finished
  2. Was there any legal problems found in the contract?
  3. If the answer above was ”yes”, describe the problem
  4. Possible solutions for the problem(s) found
  5. Priority

Contracts Under Adjustments
Contracts that need adjustment go here

  1. What changes does the contract need?
  2. Adjustment deadline
  3. Contract adjustments

Revised Contracts – Customer Ready
Almost done – These contracts are ready to be sent to the customers

  1. Date that the revised contract must be sent to the client
  2. Final observations

Revisions Sent to Client
In this phase, the contracts have already been sent to the clients, and are either in process of being signed or not.

  1. Have there been any client feedbacks received?

Signed & Closed

Lost

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