Curious: How do you manage contract signature? Any winning process?
Probo automated its client contract process using electronic signatures and workflow tools, initially relying on Docusign's templates and document generation features. After facing limitations with cost and flexibility, the company shifted to using Google Docs for collaborative editing and dynamic document generation. The new system allows real-time customer feedback and seamless transition to e-signature, improving efficiency and adaptability.
- ▪Probo requires three signed documents for each new client: an Order Form, a Mutual NDA, and a Master Service Agreement.
- ▪The initial automation used Docusign templates via n8n, but required an expensive Enterprise plan and tokens for document generation.
- ▪The team migrated to Google Docs for easier editing and collaboration, enabling dynamic variable replacement and customer feedback before finalizing e-signatures.
Opening excerpt (first ~120 words) tap to expand
Back to Blog April 24, 2026, by Arthur Mayoux How We Automated Our Client Contract Process How we handle Probo's contract workflow from prospect handshake to e-signature. And why we rebuilt the pipeline twice. After weeks of back-and-forth, your prospect evaluated the options and picked you. Price is agreed. Deliverables are clear. Now it’s time to make it official. For every new customer who wants Probo to handle their compliance as a managed service, we need three signed documents: An Order Form recapping the deal: amount, deliverables, start date, limitations, signatory details. A Mutual NDA protecting both sides. A Master Service Agreement (MSA) covering the full engagement. Three documents.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Probo.
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