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Contract-to-Cash Automation for Consulting Engagements
Turning a signed deal into a ready back office — contract, e-sign, invoice and CRM setup, all in one automated flow.
Challenge
The client, a consulting firm, managed contracts, invoicing and CRM updates manually, creating a multi-day back-and-forth between a closed deal and a fully set-up client account.
Resolution
- Built an N8N workflow that copies and prepares each new contract automatically for review
- Routes the contract for e-signature via SignWell
- Generates the invoice via FreeAgent as soon as the contract is signed
- Sets up the CRM record and timesheet automatically, with no manual data entry
Impact
- Cut quote-to-signed-contract time by 60%
- Compressed a multi-day admin process into a single automated sequence
- Got the entire back office ready the moment a deal closes, without anyone touching a spreadsheet
Stack
Tools used: N8N, SignWell, FreeAgent, Slack
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