AGC Suite
Contracts

The deal becomes money
when someone signs.

That is exactly where most CRMs stop — and the Word file begins. Not here: the contract grows out of the deal, collects its own approvals and comes back signed. Click through the five stations.

Five stations — click one:

Schwarz Logistik AG · framework agreement Draft
Template
Standard purchase agreement
Customer
Schwarz Logistik AG
Value
120.000,00 EUR
Version
1 · draft
Draft Approval Sending Signature Archive

It almost writes itself.

The template knows your variables — company name, amount, term and legal entity pull themselves from the deal. Anything that will not fit into variables you upload as a finished PDF, up to 15 MB, and it then takes exactly the same path.

  • Create it directly on the opportunity, the account or the contact — with the link pre-filled
  • Or automatically: a workflow rule prepares the draft the moment a deal reaches the contract stage
  • When mapping variables you pick data fields by clicking a searchable list — nobody needs to know paths

Small contracts hold nobody up.

The approval pipeline hangs off the contract type and works with value thresholds. Below every threshold there is no approval step at all — the contract is ready to send. Above one, it goes to exactly the people responsible.

up to €50,000no approval · ready to send
from €50,000Head of Sales
from €250,000plus the managing director

An example ladder — you set the steps yourself, per contract type and optionally per legal entity.

Approved means provably approved.

Who approved and when sits on the contract — not in an email thread nobody can find later. From here the version is frozen: anyone who still wants a change creates a new version, and that has to pass approval again.

  • A preview of the finished PDF before it goes out
  • The right to approve is granted separately from the right to edit
  • The signed version coming back needs no further approval — it is already signed

Signing without leaving the suite.

Through the DocuSign EU integration the contract goes straight out for signature. No PDF download, no second tool, no back and forth by email.

  • Fields by drag and drop onto the PDF: signature, date, name, title, initials — per signer
  • Several signers, including people who are not in the CRM at all — the other side's CFO, say
  • Order of your choice: all at once or one after another, the second only after the first
  • Typos in the recipient address are caught in the wizard before the contract goes nowhere
  • The status moves on by itself — delivered, opened, signed

DocuSign is optional and only becomes active if you license it and sign the matching addendum. Alternatively: manual sending — or an eIDAS signature from Switzerland, with no US corporation involved at all.

Signed is not the end — it is a date.

The signed version lands as its own immutable version on the same contract row. From then on the suite counts with it: retention period, renewal reminder, installed base.

  • Version history with date, author, notes and a PDF download per version
  • For template contracts also a field diff: term_months: 12 → 24
  • Rollback to an earlier version if a round went too far
  • On request the linked opportunity moves to won automatically
  • Signed offline on paper? “Archive signed contract” — one upload, done
Day to day

Every contract, one status at a glance.

The difference

What a contract in the CRM can do that a folder never could.

It knows the deal

Amount and currency come from the opportunity, the customer from the account, the legal entity is inherited. Nobody retypes a number, so no number ever disagrees.

It speaks up before it expires

The expiry date sits on the contract, the reminder goes to the owner, and the renewal starts as a pre-filled opportunity in the normal pipeline. Renewals stop getting lost — they are simply the next deal.

It cannot be overwritten

No file here is called final_v3_really_final.pdf. Every version stays, every change is dated and attributed to a person, and the signed version is immutable.

It tidies up after itself

Drafts that were never sent can be deleted and free up storage. Sent contracts stay archived for legal reasons — that is not convenience, it is an obligation, and the suite knows the difference.

How long does a contract take at your company?

From “we agree” to “signed and back” — usually the answer has less to do with the customer than with the paths in between.

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