Before
The commercial team copied contract status and signed information into opportunity records, then opened the contract and approved terms separately to compare negotiated conditions. Exceptions required additional manual logging, handoffs for review, and notification of the commercial team.
How it works
- Receive and normalize the contract event, then synchronize non-executed status changes with the opportunity.
- For executed contracts, read the signed document and approved opportunity terms and check the configured commercial thresholds.
- Write back the signed contract, log the result, and route breaches to a second review with a commercial-team notification.
Workflow details
- Event normalization: A contract event starts the workflow, which interprets the contract status, opportunity identifier, document identifier, and related workflow information.
- Status synchronization: Non-executed contract statuses are mapped to business-friendly opportunity statuses and written back to the opportunity record.
- Executed-contract validation: When a contract is signed, executed, or completed, the workflow reads the signed document and approved opportunity terms, then compares discount, payment terms, invoice dispute period, and price-change notice requirements.
- Exception routing: The signed document is written back to the opportunity. If any configured threshold is breached, the workflow records the exception, submits the opportunity for a second review, and emails the commercial team.
- Clean completion: If the signed terms remain within the approved thresholds, the workflow records the signed contract without creating an additional review request.
What changed
Contract status synchronization and executed-term checks now happen from the incoming event, with signed documents written back automatically. Only agreements that breach the configured thresholds are routed for a second review and commercial-team notification.
Work removed
Copying contract statuses and signed terms into opportunity records, retrieving approved terms and signed documents, comparing discounts and commercial conditions, logging exceptions, submitting breaches for review, and manually notifying the commercial team.
Expected outcome
At least three recurring manual actions can be removed for each executed contract—status or document transcription, terms comparison, and exception handling—although exact time savings are not measured.
