One-Click Contracts
Shrink deal turnaround from days to minutes.
80-90% more efficient
Faster turnaround on job contracts and engagement letters thanks to key-once data input and mail-merge workflows.
Zero version drift
Global templating and version-control ensures all deals include latest terms and conditions.
E-sign in minutes
Integrate DocuSign envelopes while automatically monitoring delivered/opened/signed status and storing attachments.
The Problem:
Deals stall because contract paperwork bounces around.
- Drafting in Word → PDF → email ping-pong adds days to every engagement.
- People reuse old locally-saved templates, where terms and pricing are outdated.
- Signatures drag due to friction around tracking, visibility and lack of e-sign capabilities.
The Solution:
Unity + Contract Creator + DocuSign Integration
Unity:
Intake form populates approved templates, or integrates new data from OCR input.
Contract Creator:
Upload global contract template, tag your key merge fields, and let Unity draft your contracts with single click. Review auto-populated fields, add any customer-specific terms and send for signature.
DocuSign Integration:
Enable DocuSign e-signature envelopes automatically, allowing you to easily track if contract has been delivered, viewed, or signed. Upon completion, attachments are automatically stored in the cloud for audit and control.
How it Works:
Input key client and scope data into customizable intake forms. Or use Unity Document AI OCR to ingest PDFs directly into SmartTables.
Unity's Contract Creator module translates key inputted data into standardized and up-to-date global templates automatically.
Automatically send via DocuSign envelopes for frictionless client signature collection.
Unity archives signed contracts and engagement letters and kicks off job-management workflow steps.
The Results:
Frequently Asked Questions:
Next Steps:
