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Proposals, Pricing & Deal Desk

Contract Making Agent

ai

Builds an MVP draft contract by populating the company template with deal-specific CRM data—legal entity, commercial terms, quote line items, and signatory—marking unresolved fields as clear placeholders.

Deal Desk / PricingAccount ExecutiveSales / Revenue Operations
Template-driven
Standard contract populated from CRM data
20 min
To a draft contract vs. hours of manual entry
Placeholder-safe
Unresolved fields flagged, never guessed
One deal, end to end

Deal is ready. Draft is ready.

See the contract agent take the Northside deal from ready for paper to a draft for review.

Deal CT-1047

Northside · Standard contract template

  • AI
  • 20 min to a draft
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Draft requested

Account executive asked for a Northside draft contract

New case

Packet open
Account
Northside · Deal ready for a draft agreement
Requested by
Account executive
Request
Draft contract from standard template · MVP draft for review and legal
Case packet · two sourcesComplete

Incoming

  • CRMAccount, opportunity, quote line items and signatoryReceived
  • Contract templateCompany standard contractReceived

02 · Organize

CRM pieces gathered

Entity, terms, line items and signatory pulled

Pulled together

Template populated
  • Legal entityTaken from the account, registered name not confirmed
  • Commercial terms and line itemsFrom the opportunity and the quote
  • Signatory contactContact found, title missing in the CRM

Matched record

Account
Northside
Legal entity
Not confirmed
Signatory
Contact found · title missing
Template
Standard contract

03 · Evaluate

Unknowns flagged

Two fields left as placeholders, not guessed

Checks applied

Two placeholders
  • Registered legal entityAccount name may differ, so the field stays a placeholderAccount record
  • Signatory authorityTitle missing, authority to sign needs confirmationSignatory contact
  • Commercial termsTo be reconciled once more against the final quoteQuote line items
Deciding finding

Account name is not the legal name

Using the marketing name could name the wrong party, so the agent will not assume it.

Placeholder in draft

Legal entity
[Legal entity: confirm registered name]
Signatory title
Placeholder

04 · Deliver

Draft ready for review

MVP draft with a list of what still needs a human

MVP draft

Draft ready, two placeholders

Terms and line items came from the CRM. Legal entity and signatory authority stay placeholders until confirmed.

Terms vs final quote
Reconcile
Standard clauses
Legal review

Still human

Four items

Each listed where it sits in the draft

Next step

Legal review

Not an executable agreement

Audit trail

  1. CRM data gathered10:12
  2. Standard template populated10:14
  3. Placeholders insertedLegal entity, signatory10:15
  4. Draft and confirmation list sentFor review and legal10:16

20 min to a draft contract

Illustrative case · sample data

Use Case 1

CRM-to-Draft Contract

Trigger: A deal is ready for a draft agreement

1.Gather legal entity, commercial terms, line items, and signatory
2.Populate the standard contract template
3.Mark unresolved fields as clear placeholders
4.Avoid guessing legal or signatory details
5.Produce an MVP draft for review
6.List what still needs human confirmation
✓

A populated draft contract in minutes, with the risky unknowns flagged for legal rather than guessed.

Use Case 2

Placeholder Integrity

Trigger: CRM data can't fully resolve a required field

1.Detect the unresolved or ambiguous field
2.Insert an explicit, labeled placeholder
3.Refuse to substitute a plausible guess
4.Explain what confirmation is needed
5.Keep the rest of the draft usable
✓

Contracts never carry silently-guessed legal details into review.

Integrations

CRM (Salesforce, HubSpot)
Contract Templates & CLM
Quote & Line-Item Data
Document Generation (Word, PDF)
Legal Entity & Signatory Data

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Draft a contract for the Northside deal.

Contract Making Agent

I pulled the Northside deal details from the CRM and populated the standard contract template. Anything the CRM could not cleanly resolve is marked as a placeholder rather than guessed.

CRM inputs used

  • Account

    Legal entity for the contracting party

  • Opportunity

    Commercial terms for the deal

  • Quote

    Line items added to the template

  • Signatory contact

    Person named to sign

Example complete

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Sample scenarios. Actions and outputs are illustrative.