RooksDM

Contract Automation

Contract Automation is the hassle-free solution for creating contracts in

a snap. With our technology, you can import your contract templates,

automatically populate them with client information from your CRM or

form data and send them for e-signature. Once the contract is signed,

we'll save it directly to your client's folder for easy access.

You can even integrate your CRM, e-signing tool, and automation tool

with our platform to create a fully automated process. Whether you

prefer to generate contracts within your CRM with the click of a button

or through automated workflows, Contract Automation has got you

covered.

Features:

• Import your contract templates
• Populate contracts with client information from your CRM or form data
• Send contracts for e-signature
• Automatically save signed contracts to the client's folder
• Integrate with your CRM, e-signing tool, and automation tool to create a fully automated process
• Generate contracts by team members or automatically after a form is submitted

Benefits:

• Say goodbye to manual contract creation and errors
• Reduce delays in the contract creation process
• Improve efficiency by automating your contract creation process
• Keep your contracts organized and easily accessible
• Integrate with your existing tools to create a seamless workflow

Invest in Contract Automation today and start streamlining your contract creation process. With easy import, population, e-signing, and integration features, Contract Automation is the solution you need to take your business to the next level.

FPA Advantage

FPA members can utilize a free 30-minute consultation with RooksDM to

help them identify potential solutions for their business’ pain points

leveraging technology.

RooksDM can advise FPA Members on the following, focusing on their

specific challenges and creating solutions that will increase efficiency,

reduce costs, and enable growth:

• IT Strategy: An overarching plan that outlines how technology can be used to meet your business goals.
• Business Process Improvement: Improve existing business processes to make your business more efficient.
• Product Development: The complete journey of bringing a concept from idea to implementation.
• Business Process Automation: Automating complex or recurring processes through technology.

Benefits

• Say goodbye to manual contract creation and errors
• Reduce delays in the contract creation process
• Improve efficiency by automating your contract creation process
• Keep your contracts organized and easily accessible
• Integrate with your existing tools to create a seamless workflow

Invest in Contract Automation today and start streamlining your

contract creation process. With easy import, population, e-signing, and

integration features, Contract Automation is the solution you need to

take your business to the next level.