Use case

Close sales contracts faster

Send the agreement you already have — AppliFlo fills it from your CRM and routes it for signature.

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The problem today

  • Reps retype the same account, contact, and pricing data into every contract.
  • Building and maintaining e-sign templates for each agreement type is a chore.
  • Deals stall while a document bounces between inbox, CRM, and signer.

How AppliFlo solves it

  • Field auto-detection reads your contract — no template setup per agreement.
  • CRM auto-fill drops in the account, contact, and deal data for you.
  • Sequential or parallel routing gets it signed with automatic reminders.

In practice

A rep uploads a master services agreement straight from the deal record. AppliFlo detects the customer, effective date, and fee fields, fills them from the CRM, and the contract is out for signature in minutes instead of an afternoon of copy-paste.

Close sales contracts faster — without the paperwork

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