Use a Typeform Quicklink to select the contract you want to send. The form is your go-to place for creating new contracts, contacts and sending new documents. From here, you will be guided towards other (more specific) forms.
If you ask someone else to perform a task (in this case sign a contract) you want to manually follow-up. Therefore, create a task in Asana that you can complete if someone actually signs the contract. Set the due date for this task 2 weeks ahead. If they haven’t signed the contract by then manually follow-up.
When you start working for new clients you often need to sign a digital processing agreement (DPA). You can simply use tools such as Pandadoc to automatically send contracts to all recipients.
First, every time you landed a new client you had to set up and send contracts manually.
Now, the process of creating and sending out the contract to your new client is automatically taken care of.
Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.