The Propper Agreement Lifecycle
Propper revolutionizes how organizations manage agreements through every phase of the lifecycle, addressing common challenges with intelligent automation and seamless integration.
Agreement Lifecycle Phases
Each phase of the agreement lifecycle presents unique challenges. See how Propper transforms these challenges into opportunities for efficiency and innovation.
Lifecycle Phases
Document Creation and Management
Creating and managing template agreements and related documents.
- •Inconsistent document formatting across the organization
- •Difficulty maintaining version control with multiple contributors
- •Time-consuming manual template creation and updates
- •Limited access to templates across different departments
Propper Tagging
Create standardized templates with dynamic fields, conditional logic, and formatting controls.
Propper Plugin
Seamlessly integrate with Google Docs and Microsoft Word for familiar editing experience.
Version Control
Track all changes with comprehensive version history and rollback capabilities.
Document Approval and Governance
Workflow to approve documents for legal, financial, or operational validity.
- •Lengthy approval processes with poor visibility
- •Difficulty tracking approval status across departments
- •Inconsistent governance policies across document types
- •Manual routing of documents to appropriate approvers
Customizable Approval Workflows
Design approval sequences with role-based permissions and automated routing.
Integration Capabilities
Connect with existing systems like Slack, Microsoft Teams, and email for seamless notifications.
Audit Trails
Maintain comprehensive logs of all approval activities for compliance and transparency.
Triggering the Workflow
Different methods to initiate the agreement workflow.
- •Manual processes requiring human intervention to start workflows
- •Disconnected systems requiring duplicate data entry
- •Lack of flexibility in how workflows can be initiated
- •Difficulty tracking which workflows have been triggered
API-Triggered Workflows
Automatically initiate agreement processes from CRM, ERP, or other business systems.
UI-Triggered Workflows
User-friendly interfaces for manually starting processes with guided steps.
Chat-Triggered Workflows
Initiate agreements directly from communication platforms like Slack or Teams.
Data Collection for Agreements
Gathering necessary information to populate the contract.
- •Manual data entry leading to errors and inconsistencies
- •Data scattered across multiple systems and sources
- •Difficulty validating data accuracy before document generation
- •Time-consuming follow-ups for missing information
Automated Data Retrieval
Pull information automatically from CRM, ERP, and HR systems through secure API connections.
Smart Forms
Intuitive forms with validation rules ensure complete and accurate data collection.
AI-Assisted Data Extraction
Extract relevant information from existing documents and communications.
Document Generation and Merge
Automatically merging collected data into the agreement templates.
- •Error-prone manual data merging processes
- •Inconsistent document formatting after data insertion
- •Limited ability to handle complex conditional content
- •Slow generation process for high-volume agreements
Fabrik
Powerful engine that merges data with templates while maintaining perfect formatting.
Conditional Logic
Dynamically include or exclude content based on specific conditions and data values.
Calculation Tags
Perform complex calculations within documents for pricing, totals, and other numeric fields.
Negotiation and Collaboration
Facilitating back-and-forth editing, commenting, and finalization between parties.
- •Inefficient email-based negotiation processes
- •Difficulty tracking changes across multiple versions
- •Limited visibility into negotiation status and bottlenecks
- •Challenges in managing redlines and comparing versions
Real-time Collaboration
Enable multiple parties to review and edit documents simultaneously with change tracking.
Negotiation Rooms
Secure online spaces for parties to discuss terms, suggest changes, and reach consensus.
Version Comparison
Easily compare different versions to identify changes and track negotiation progress.
Execution (Signing and Authentication)
Legally binding signature and authentication.
- •Complex signature processes requiring printing and scanning
- •Difficulty tracking who has signed and who still needs to sign
- •Security concerns around signature authenticity
- •Managing multiple signatories across different locations
PropperSign
Secure electronic signature solution with robust authentication and verification.
Signing Workflows
Define signing sequences with automatic routing and reminders for pending signatures.
Mobile Signing
Sign documents from any device with responsive design and mobile-optimized experience.
Storage and Compliance Management
Storing the executed agreements securely and maintaining compliance.
- •Scattered document storage across systems and departments
- •Difficulty ensuring compliance with retention policies
- •Security vulnerabilities in document storage
- •Challenges in maintaining regulatory compliance
Propper Locker
Secure, centralized repository for all agreements with encryption and access controls.
Compliance Automation
Automated enforcement of retention policies and regulatory requirements.
Audit Trails
Comprehensive logging of all document access and activities for compliance reporting.
Searching and Retrieval of Signed Contracts
Ability to search, retrieve, and analyze stored agreements.
- •Difficulty finding specific agreements when needed
- •Limited search capabilities across document content
- •Time-consuming manual review of agreements for specific clauses
- •Inability to search across metadata and document content simultaneously
AI-Powered Search
Natural language search capabilities across all document content and metadata.
Advanced Filtering
Filter agreements by parties, dates, types, status, and custom metadata fields.
Clause Recognition
Automatically identify and extract specific clauses for quick reference and comparison.
Monitoring and Analytics (BI Data)
Capturing data for analytics, business intelligence, insights, and performance monitoring of agreements.
- •Limited visibility into agreement performance and metrics
- •Difficulty extracting actionable insights from agreements
- •Manual reporting processes requiring significant effort
- •Inability to identify trends and patterns across agreements
Interactive Dashboards
Visual representations of key metrics and performance indicators for agreements.
Custom Reports
Generate tailored reports on agreement status, cycle times, and other critical metrics.
Data Integration
Connect with BI tools like Tableau, Power BI, and Looker for advanced analytics.
Contract Renewal and Expiry Management
Managing contract lifecycle, renewals, expiration dates, and notification alerts.
- •Missed renewal opportunities due to lack of visibility
- •Unexpected auto-renewals of unwanted agreements
- •Difficulty tracking various expiration dates across agreements
- •Manual processes for initiating renewal workflows
Automated Notifications
Timely alerts for upcoming expirations and renewal deadlines via email, Slack, or other channels.
Renewal Workflows
Predefined processes for handling renewals with appropriate approvals and updates.
Expiration Tracking
Centralized visibility into all agreement expiration dates with prioritized views.
End-to-End Agreement Flow
See how Propper seamlessly connects every phase of the agreement lifecycle in a real-world scenario.
Customer data stored in Salesforce triggers workflow via API. Template created in Propper with approval via Slack integration.
Data pulled into Propper template from multiple sources. Fabrik creates the final document with all required fields.
Negotiation via Propper collaboration tools. Final document executed with Sign for legally binding signatures.
Document stored in Propper Locker with metadata indexed for search. Analytics data available for reporting with automated renewal notifications.
Customer data stored in Salesforce triggers workflow via API. Template created in Propper with approval via Slack integration.
Data pulled into Propper template from multiple sources. Fabrik creates the final document with all required fields.
Negotiation via Propper collaboration tools. Final document executed with Sign for legally binding signatures.
Document stored in Locker with metadata indexed for search. Analytics data available for reporting with automated renewal notifications.
Why Propper Stands Apart
Open Ecosystem
Access to a robust ecosystem of connectors, actively maintained by the open-source community.
End-to-End Support
Capable of supporting comprehensive end-to-end agreement workflows across all phases.
Industry Leadership
First-mover advantage in setting new standards for flexible, AI-powered agreement management.
Ready to Transform Your Document Workflow?
Join thousands of businesses that trust Propper to streamline their document processes.