Automate Contract Creation With Make.com

Using make.com, you can turn a slow, manual contract workflow into a fast, automated process that generates accurate documents in minutes. This guide walks you step by step through setting up an automation that collects data, fills a contract template, routes it for review, and stores the final file.

The process below is based on the official how-to guide from make.com on automating contract creation, adapted into a clear, SEO-ready tutorial.

Why Automate Contracts With Make.com

Contract preparation usually involves repetitive tasks: copying data, formatting documents, chasing approvals, and archiving files. With make.com, you can connect your forms, CRM, storage, and e-sign tools into one seamless scenario.

Key benefits of automating contracts include:

Reducing manual data entry and human error
Standardizing contract templates and clauses
Speeding up approvals and signatures
Improving visibility and tracking for every agreement
Automatically organizing contracts in your storage system

Plan Your Make.com Contract Workflow

Before building your automation in make.com, define the structure of your ideal contract workflow. This helps you choose the right apps and modules.

Decide Where Contract Data Comes From

List the systems that hold the information you need to populate a contract, such as:

Online forms (e.g., contact or order forms)
CRM records (company, contact, and deal details)
Spreadsheets or databases
Internal tools or ticketing systems

Choose one system as the primary trigger for make.com so that every new or updated record can start the contract creation process.

Define the Contract Template and Fields

Next, define what your contract should look like. You will need:

A base template in a document format such as DOCX, Google Docs, or PDF
Placeholder fields that match the data you will pull from make.com (for example, client name, address, project scope, start date, fees)
Optional clauses or sections that can be included or skipped based on conditions

Make sure each placeholder name is unique and matches the fields you will map inside make.com.

Outline Approvals and Storage Steps

Finally, design how the contract should move through your organization:

Who must review or approve the contract before sending it to the client
Which e-signature tool will be used, if any
Where the final document will be stored (cloud drive, DMS, or CRM)
What follow-up actions are needed after signing (notifications, status updates, tasks)

This high-level map will drive how you configure your scenario in make.com.

Set Up the Trigger in Make.com

Once the workflow is planned, you can create a new scenario in make.com and configure the trigger that starts the automation.

Create a Scenario in Make.com

Log in to your make.com account.
Click on the option to create a new scenario.
Select the app that will supply the contract data (for example, a form tool or CRM).

In the scenario canvas, your first module will be the trigger that listens for new records or updates.

Configure the Trigger Module

Choose a trigger type such as “Watch New Row”, “Watch Record”, or “New Form Submission” depending on your app.
Set any filters to capture only the relevant data (for example, only deals in a specific stage).
Test the trigger in make.com to ensure it receives sample data that you can later map to your contract template.

Having good sample data at this stage is important because you will use it to map fields in subsequent modules.

Build the Contract Document With Make.com

After the trigger receives the input data, the scenario in make.com can generate the contract document using a template module.

Connect Your Document or Template App

From the scenario canvas, add a new module after the trigger.
Select the document or storage app that holds your template (for example, Google Docs, Microsoft Word, or a PDF generator).
Choose an operation such as “Create Document from Template” or “Generate Document” depending on the app.

Make sure that your template is accessible to make.com and that it includes all the placeholder fields needed to fill in the contract.

Map Data Fields From the Trigger

In the template module configuration, locate each placeholder field.
Use the mapping panel in make.com to drag and drop values from the trigger data into the corresponding placeholders.
Include text, numbers, dates, and any custom fields required by your contract.
Use conditional logic or helper modules if certain sections should only appear for specific types of deals or clients.

When you run the scenario once, the template module should produce a draft contract file populated with real data.

Add Approval and Review Steps in Make.com

Many organizations need at least one internal review step. You can easily orchestrate this flow inside make.com.

Notify Internal Stakeholders

Add an email or chat module after the document creation step.
Configure the module to send a message containing a link to the draft contract and any relevant details.
Optionally, include buttons or instructions for the reviewer to approve or request changes.

You can also use make.com to log the approval request in a project management or ticketing tool for better tracking.

Handle Approval Decisions

To handle approvals, you can design a simple logic path:

Use a form, button, status field, or label that the reviewer updates.
Set up another trigger or watcher module in make.com that detects the change.
Add a router or filter to direct the flow based on the decision (approved or changes required).

If the contract is approved, the scenario continues to sending and storage. If changes are required, make.com can notify the owner, update the record, or even regenerate the document after edits.

Send the Contract and Store the Final Version

After approval, your automation in make.com can deliver the contract to the client and archive it properly.

Send the Contract for Signature or Review

Add a module that connects to your e-signature or email tool.
Attach the generated contract file or pass its link to the module.
Configure recipient details using mapped data from your trigger, such as client name and email address.
Customize the message, subject line, and any signing instructions.

Make sure to test this step thoroughly so that the correct version of the contract reaches the right contact every time.

Automatically Store and Tag the Contract

Add a storage or drive module after the sending step.
Choose operations like “Upload File”, “Move File”, or “Create Folder”.
Configure a clear folder structure, for example: Contracts > Year > Client Name.
Use data from the trigger (client, project, date) to name the file consistently.

You can also update your CRM or database from make.com so each client or deal record contains a link to the stored contract.

Test, Monitor, and Improve Your Make.com Scenario

Once your basic flow is working, refine it so it can handle real-world complexity.

Test With Multiple Scenarios

Run the scenario manually in make.com using different sample records.
Check that all placeholders in the contract are filled correctly.
Verify emails, notifications, and storage paths.
Confirm that approvals and routing behave as expected.

Monitor and Add Error Handling

To keep your setup robust, use monitoring and error handling tools inside make.com:

Enable execution logging to see where contracts are in the process.
Add error handlers to catch issues like missing data or failed file uploads.
Send internal alerts when an error occurs so your team can fix it quickly.

Continuous improvement ensures that your automated contract workflow remains reliable as your volume grows.

Next Steps and Helpful Resources

With this structure in place, you can extend your scenario to cover more document types, integrate with billing, or connect additional CRMs. For advanced workflow design, integration strategy, and automation consulting, you can visit Consultevo to explore professional services.

To dive deeper into the original tutorial and additional templates, refer back to the official make.com contract automation guide. With a well-planned setup, make.com can become the central engine powering all of your digital contract operations.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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