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

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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 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

Signed & Closed

Lost

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