Automated Deal Desk & Contract Flow
Reimagining the contract lifecycle to reduce turnaround time from 7 days to <10 minutes using Pipedrive, Zapier, and DocuSign.
My Role
Architecture & Implementation
4 Weeks (Design to Rollout)
Pipedrive, Zapier, DocuSign, Slack
100% Admin Time Removed
Challenge
Even the most efficient sales teams lose momentum at the contract stage. Our process was manual and fragmented: BDs had to leave the CRM to draft contracts, Legal had to review via email, and Operations had to manually track signatures. This friction led to:
High Latency: Contracts took 5–7 days to turn around.
Human Error: Inconsistent terms and manual data entry mistakes.
Deal Slippage: Revenue recognition stalled due to admin bottlenecks.
Results
I architected a "zero-touch" workflow that keeps the sales team entirely inside Pipedrive. By leveraging Zapier as the orchestration layer, I connected our CRM trigger fields directly to DocuSign templates.
Instant Generation: A single "Send Contract" click in Pipedrive generates a custom agreement.
Sequential Routing: The system intelligently routes the document to the partner first, then to our internal signer, ensuring compliance.
Auto-Storage: Completed contracts are automatically saved to the deal file and Google Drive, with a Slack notification sent to the team.
< 10 Mins
Faster Turnaround (From 7 Days)
20+ Hours
Monthly BD Admin Time
99%
Error-Free Contracts
Process
Discovery & Mapping: Mapped the full contract lifecycle to identify the 4 major friction points: Drafting, Sending, Chasing, and Storing.
Architecture Design: Designed a linear workflow in Zapier, using Pipedrive "Person" and "Deal" data to populate dynamic fields in DocuSign templates.
Logic & Validation: Implemented conditional logic to handle different contract types (e.g., NDA vs. Service Agreement) based on deal value and region.
Testing & Deployment: Ran a pilot with two senior BDs to refine the trigger mechanism before rolling it out to the full global team.
