The solo bottleneck
Hot leads cool while you manually rebuild paperwork.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Qualified form submit → draft contract ready to send.
Stack that stays small
Form qualification + e-sign prefills.
Tools named here: Typeform, PandaDoc, Zapier. Prefer official docs and native features before adding another SaaS.
Ship the automation
Form fields map to contract variables (name, company, package).
Only ‘qualified’ answers trigger draft creation.
You review 2 minutes, then send for signature.
Unqualified leads get a nurture sequence instead.
Keep it honest
Never auto-send contracts without a human glance — wrong price ships fast.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.