Document Generation & Contract Management

Expressions of Interest, contracts, and supporting documents are automatically pre-filled using deal, contact, and stock information already captured in the CRM, removing the need for duplicate entry and reducing manual admin.

The stock references shown throughout this workflow are also connected back to CRM records, allowing HubSpot AI to surface available inventory and populate documents dynamically based on project or pricing criteria.

The signing process is fully connected to the deal record.

Documents are delivered through integrated signing workflows using tools like DocuSign, supporting multiple signatories, initials, and tracked completion steps without leaving the CRM experience.

Every interaction is written back into HubSpot automatically, allowing teams to track when documents are sent, opened, signed, or still awaiting action.

Information collected during signing, like solicitor details or purchaser information, can also create or update CRM records automatically and associate them back to the active deal.

Once completed, signed documents are automatically stored against the CRM record, creating a complete history of the transaction inside HubSpot.

Workflows can then progress the deal automatically, trigger notifications, assign tasks, or move the project into the next operational stage without manual intervention.

Because the entire process is connected to CRM data, reporting can surface operational insights like:

• Time from EOI to signed contract

• Delays between contract stages

• Contract completion rates

• Project performance by stock type

Rather than relying on disconnected document systems and spreadsheets, the entire workflow operates from a single connected CRM platform.