Standard build
/single-build2-week timeline
Single Build
$1,500
Built, documented, handed over. All 6 checklist items above included. Runs on your tools, owned by you.
Contracts, proposals,
and paperwork — automated.
Templates generated from CRM data, routed for signature, filed automatically, and tracked end-to-end. So nobody copy-pastes from last year's contract again.
/the problem
Every contract you copy-paste from last year is a quiet liability.
6h
a week the average operations lead spends on document admin.
37%
of contracts contain errors traced back to outdated templates.
12 days
the average e-sign cycle when there's no follow-up automation.
Source: PandaDoc State of Deals · Aragon Research Contract Lifecycle Report
/the guide
Built by people who've found the wrong client name in a contract.
Documents are where small businesses leak the most time and the most risk. We wire your CRM, templates, and e-sign tool together so contracts generate from clean data, route automatically, and file themselves the second they're signed.
→Part of Automation Workflows.
/the plan
Three steps to documents
that handle themselves.
- 01
Book the audit.
30 minutes. We map your document types, your templates, and where things actually break.
- 02
Get your doc map.
Template inventory, generation rules, routing logic, filing scheme. Yours to keep.
- 03
We build it.
Live in 2 weeks. Templates wired to CRM, routing automated, filing automatic.
/what's included
What we build for you.
Every line item below is part of the standard build. No upsells, no surprise add-ons.
- 01Template generation from a master library — no more copy-paste.
- 02Auto-fill from your CRM, project tool, or intake form.
- 03Smart routing for signature: right signers, right order, automatic reminders.
- 04Automated filing into your drive or DMS the second it's signed.
- 05Status notifications: drafted, sent, viewed, signed, filed.
- 06Audit trail for every document — who, what, when, where.
/the workflow
Trigger to
filed contract.
- 00TRIGGER
Trigger Event
Deal won in CRM, intake form submitted, or manual start.
→ - 01+5s
Template Selected
Right template pulled from master library by type.
→ - 02+10s
Fields Auto-Filled
Client, scope, pricing pulled from CRM data.
→ - 03+10m
Internal Review
Owner notified to approve in 1 click before send.
→ - 04+2m
Routed for Signature
Sent via e-sign with smart reminder cadence.
→ - 05+5s
Filed + Notified
Auto-filed in Drive/DMS, CRM updated, team alerted.
→ - ✓RESULT
Closed + Audited
Full audit trail logged, ready for renewal or referral.
→
→ Trigger to signed-and-filed in under 3 business days — half the typical cycle.
/what changes
What changes
in the first month.
01
No one copies from last year's contract anymore.
02
E-sign cycles shrink because reminders happen automatically.
03
Signed docs file themselves in the right folder, named correctly.
04
You always know which docs are out, signed, or stalled.
/investment
What it costs to keep copy-pasting.
Every manually-built contract is a chance to ship the wrong terms. Every lost doc is a renewal you can't prove. The work to fix this once is small; the work to keep doing it manually compounds every month.
→We're not in the fear business. But the math is the math.
/+ retainerOptional
Support Retainer
$200–500/mo
Ongoing template updates, new document types, and routing changes as your business evolves.
/questions
Things buyers
ask first.
Don't see yours? Ask on the audit call.
Which e-signature tool do you work with?
All the major ones: PandaDoc, DocuSign, HelloSign, Adobe Sign, and SignNow. If you're not committed to one yet, we usually recommend PandaDoc for proposals + contracts in one tool, or HelloSign for simple service businesses.
Can it handle complex routing — multiple signers in order?
Yes. Sequential signing, parallel signing, conditional routing based on contract value or type — all standard. We map this in the doc plan during the audit so the right people sign in the right order, every time.
Where do the signed docs go?
Wherever you want — Google Drive, Dropbox, OneDrive, Box, Notion, or a proper DMS. Files are named consistently (client_doctype_date), filed in the right folder, and linked back in your CRM.
Can it pull pricing from my CRM?
Yes. We connect to HubSpot, Pipedrive, Salesforce, GHL, Close, and most modern CRMs. Deal value, line items, custom fields — all available as merge variables in your templates.
What about version control on templates?
Single source of truth in a master library. Templates have versions, and old versions are archived rather than deleted. When you update a template, every new doc uses the latest version automatically.
Let's end the
copy-paste era.
30 minutes. No pitch. You'll leave with a doc map whether we build it or not.
→hello@pebblemedia.co→Idaho Falls, ID