Welcome to Operations Mastery - the 3-minute email that teaches you how to scale your business, increase your profit margins, and save time by optimizing your internal operations.

Brought to you by Ed Axe, Founder & CEO of Axe Automation.​

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Manual contract creation eats time.

Here’s why you NEED to automate this process:

❌ Manual errors from copy-pasting
❌ Lack of visibility & tracking
❌ Slow contract cycles

Automating your contract process will:

✅ Increase speed & accuracy
✅ Enhance visibility & auditing
✅ Reduce errors & speed up contract cycles

Here’s how to get started:
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​(If you prefer video to text click here)

1️⃣ Choose the right software

PandaDoc is our top choice for contract automation.

Here’s why:

• Flexible automation options
• Robust API for easy integration
• User-friendly interface

Other solid options include DocuSign, HelloSign, and Adobe Sign.

When choosing, consider:

• Your budget
• Needed features (e.g., e-signatures, templates, analytics)
• Ease of use for your team

2️⃣ Create templates & define workflows

Templates are the backbone of efficient contract creation. Here’s how to build them:

• Start with your most common contract types
• Include placeholders for variable information (client name, dates, etc.)
• Use conditional logic for clauses that may change based on specific criteria

For workflows, consider:

• Who needs to review the contract?
• In what order should people sign?
• What automatic reminders should be set?

3️⃣ Integrate with your tech stack (CRM, payment processors)

Connecting your contract software with other tools eliminates data entry and reduces errors.

For example:

• Pull client details directly from your CRM into contracts
• Automatically update your accounting software when a contract is signed
• Trigger invoice creation in your payment processor upon contract completion

Here’s a simple integration flow:

CRM (client data) → Contract Software → Payment Processor → Accounting Software

4️⃣ Customize clauses & signing orders

Tailor your contracts to each situation without starting from scratch:

• Create a library of pre-approved clauses
• Use rules to automatically include or exclude clauses based on contract details
• Set up dynamic fields that calculate values (e.g., total contract value)

For signing orders, consider:

• Internal approvals needed before client signing
• Multiple signatories on the client side
• Legal requirements for witness signatures

5️⃣ Set up tracking & analytics

Leverage your new system’s data to continually improve:

Monitor metrics like:

• Average time to signature
• Frequently negotiated clauses
• Contract values by type or client

Use these insights to:

• Identify bottlenecks in your process
• Refine your templates
• Forecast business based on contract pipeline

Automating contracts isn’t just about efficiency…

It’s about scaling your business.

By implementing these steps, you can:

• Reduce contract creation time by up to 80%
• Minimize errors that could lead to legal issues
• Free up your team to focus on high-value tasks
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  Want to learn more? Check out the video below:

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Here are some other articles you might find useful:

• ​Cut Out Paperwork Headaches with This Simple Automation Trick​
• ​How to qualify leads with AI​
• ​Want to automate 85% of your business? Watch this​
• ​How to automate your invoicing & save 100 hours/week​

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One more thing - We have helped 60+ businesses save $1m+ in labor costs & over 50,000 hours using Automation & AI.

If you’re looking to:

• Save 100+ hours per month
• Increase profit margins by 20%
• Remove yourself from daily operations

Book your 30-minute consultation here to learn more about how we can help: https://www.axeautomation.co/​

See you next week!

Best,
​Ed Axe​