USING THE CONTRACT ENGINE

WHAT THIS IS

The contract engine is the system that creates, sends, tracks, and automates documents.

It handles:

• Sending

• Signing

• Tracking

• Automation

👉 It connects contracts to your workflows and pipeline

WHY THIS MATTERS

• Automates document delivery

• Tracks real-time status (sent, viewed, signed)

• Eliminates manual follow-up

👉 This is what turns documents into a scalable system

HOW IT WORKS

1. Create template

2. Trigger sending (manual or workflow)

3. Client receives document

4. Client signs

5. System tracks status

🔑 IMPORTANT INSIGHTS

✔ Everything is trackable

You can see:

• Sent

• Viewed

• Signed

• Completed

✔ Can trigger automation

Example:

• If signed → send confirmation

• If not signed → send reminder

✔ Can filter workflows

Based on:

• Template

• Status

• Value

👉 Enables advanced automation

FREQUENTLY ASKED QUESTIONS

1. What is the contract engine?

It’s the system that creates, sends, tracks, and automates contracts.

2. Do I need a template before using the contract engine?

Yes 👍
You must create a contract template first before sending or automating anything.

3. Can I automate contract sending?

Yes — you can use workflows to automatically send contracts based on triggers.

4. Can I track contract status?

Yes — you can see if a contract is:

• Sent

• Viewed

• Signed

5. Can actions be triggered after a contract is signed?

Yes 👍
You can automate next steps (e.g., send confirmation, update pipeline, notify team).

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.