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17h • General Discussion 💬
Contracts Now Validate Themselves Before Sales Sees Them (3-Day Review → 2 Hours) 🔥
Sales pipeline template from community works perfectly. Lead tracking, communication automation, deal progression - all flawless.
Contract stage though? Bottleneck city.
Sales closes deal → Sends contract to legal → Legal finds issues → Back to sales → Fixed → Resubmitted → 4-5 days wasted.
Not because legal was slow. Because half the contracts had basic policy violations that sales should've caught.
THE PROBLEM PATTERN:
Payment terms wrong. Liability limits off. SLAs that operations can't deliver. Discount levels exceeding authority. Terms legal always rejects.
Sales sent anyway. Legal sent back. Sales fixed. Resubmitted. Another 2 days. Average: 4-5 days at contract stage. Killing deal velocity.
Worse: Some deals lost during delay. Competitors moving faster.
I ADDED CONTRACT PRE-VALIDATION:
Before legal sees contracts, workflow checks against company policy automatically.
Payment terms match policy? Check.
Liability within acceptable range? Check.
SLAs achievable? Check.
Discount level authorized? Check.
Standard terms present? Check.
ALL compliant → Send to legal (clean contracts only)
Issues found → Back to sales with specific fixes needed
Catches errors before legal ever sees them.
WHAT HAPPENED:
Legal review time: 2-3 days → 1 day
Why? They're only seeing contracts that are actually ready. No basic policy violations. No missing required clauses.
Sales catches mistakes BEFORE bothering legal.
Average contract stage: 4-5 days → 1-2 days
Deal velocity improved immediately. Competitors can't match our speed now.
THE MATH:
3 days saved per deal
12 deals monthly
36 days of cycle time eliminated
Closed 2 deals that would've been lost to delay
LEGAL TEAM FEEDBACK:
"Contracts arriving are actually reviewable now. Not spending time on basic policy compliance. Can focus on real legal review."
Sales team feedback:
"Getting instant policy checks helps us write better contracts from the start. Learning what's acceptable."
VALIDATION CHECKS:
Payment terms against approved ranges. Discount levels within authority limits. Liability caps match policy. Required clauses present. Renewal terms standard. SLA commitments operations can deliver. Pricing structure follows guidelines.
The sales pipeline template handled deal flow perfectly. Just needed contract intelligence at the critical stage.
BUILD TIME: 2 hours to configure policy rules
VALUE: 3-day cycle time reduction per deal
One extension. Sales cycle shortened by 60%.
How many days do your contracts spend in legal review? Could pre-validation help?
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6 comments
Contracts Now Validate Themselves Before Sales Sees Them (3-Day Review → 2 Hours) 🔥
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