Service contract automation

Finalizat Postat la acum 2 luni S-au achitat serviciile după ce au fost prestate

I am looking for a freelancer who can help automate our client service contracts (sometimes called engagement letters). We currently have a manual process in place and are looking to speed up the contract creation process and decrease human error.

Skills and experience needed:

- Experience in contract automation

- Knowledge of consulting contracts

- Strong attention to detail

- Proficiency in software or tools for contract automation

Currently, the contract exists in Microsoft Word. The desired automation would go through the following steps:

1a) A manual trigger for the initiation of the process

1b) A guided process for creation of the final contract (i.e. filling in details of the contract into a blank template)

2) Converting the contract to a PDF

3) Using Microsoft Approvals:

a) Routing the contract to the business owner for e-signing

b) Routing the contract to the client for e-signing

4) Once signing was complete, notifying admin

5) Saving completed contract to Sharepoint document library

The automation should take place entirely within the Microsoft app environment.

Microsoft Power Automate PowerApps Sharepoint Word

ID Proiect: #37249586

Detalii despre proiect

22 propuneri Proiect la distanță Activ acum 2 luni

Acordat lui:


Hi There, Good evening! I have gone through your requirement. I have worked on the similar type of requirements in past. Please ping to discuss more on the project. Below is my intro - "First use then bel Mai multe

$25 CAD / oră
(58 Recenzii)

22 freelanceri plasează o ofertă medie de 36$/oră pentru proiect


Hi, I propose to streamline and automate your client service contracts, enhancing efficiency and minimizing errors. Leveraging my expertise in contract automation tools and workflows, I will develop a custom solution Mai multe

$25 CAD / oră
(5 recenzii)

Hi Good evening , I have read the brief details on your job listing . I see you have been looking for someone experienced with doing similar jobs. Its been 8 years since I have been working on, I have 9 Mai multe

$50 CAD / oră
(4 recenzii)

Hello, Thank you for Posting. Would you like we create a Form in Microsoft Forms to collect the Data? Collected Data will be converted to PDF. What are the details you want of the Approvals? I can see there are 2 s Mai multe

$38 CAD / oră
(4 recenzii)

Hi there! My name is Abu and I am a Virtual Admin Manager offering dedicated services to you and your company. With the option for full-time engagement, I present a proficient Virtual Assistant available on an hourly, Mai multe

$25 CAD / oră
(4 recenzii)

Hi, I am an experienced power automate developer. I can develop this service contract automation process using sharepoint, microsoft 365 & power automate. Please help with below queries - 1) For step 1b, will a hum Mai multe

$40 CAD / oră
(1 părere)

I understand you are looking for a freelancer to help automate your client service contracts. I believe I am the perfect fit for this project because of my extensive experience in contract automation, native language s Mai multe

$25 CAD / oră
(0 recenzii)

Dear Jeremy B.,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your projec Mai multe

$30 CAD / oră
(0 recenzii)

I now want to apply my skills in your company .I came across a very exciting position on your job portal that I believe fits me perfectly. I am interested in applying for the position of Development . After reading the Mai multe

$38 CAD / oră
(0 recenzii)

I have more than eleven years of solid experience in SharePoint Online development and architecture + solid experience in customizing SharePoint forms using Power apps and building Power Automate Flow. I have worked on Mai multe

$38 CAD / oră
(0 recenzii)

I have created similar projects in past and have huge experience in automating the documents and forms in SharePoint online. I have created similar project named eRFA stands for electronic Request For Agreement where i Mai multe

$50 CAD / oră
(0 recenzii)

Hello I'm. CHARLES. I'm thrilled to have the opportunity to bid on this project. With my expertise in automation and streamlining processes, I can create a seamless workflow for contract creation, conversion, approval Mai multe

$34 CAD / oră
(0 recenzii)

Hello, I'm Miguel. I am 26 years old and I have been developing automated flows and creating applications for 3 years for small and large companies. To your problem presented I offer you the following solution: Creat Mai multe

$40.5 CAD / oră
(0 recenzii)