Close sales contracts faster
Send the MSA or order form you already have — AppliFlo fills it from the opportunity and routes it for signature.
Fees are payable as set out in each Order Form. Renewal is governed by the clause below.
AppliFlo fills and routes this agreement. It did not draft it.
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Example master service agreement, auto-detected fields
The problem, and how AppliFlo solves it
The problem today
- Reps retype the same account, contact, and deal data into every order form and MSA.
- Building and maintaining e-sign templates for each quote and redline pass is a chore.
- Deals stall while a contract bounces between inbox, CRM, and signer during closing.
How AppliFlo solves it
- Field auto-detection reads the MSA or order form — no template setup per agreement.
- CRM auto-fill drops in the account, opportunity, and pricing data for you.
- Sequential or parallel routing gets it signed with automatic reminders.
In practice
A rep uploads a master service agreement straight from the opportunity. AppliFlo detects the account, effective date, and fee fields, fills them from the deal record, and the contract is out for signature in minutes instead of an afternoon of copy-paste between the CRM and the redline.
Filled — Pulled from the opportunity record.
Formatted — “March 1 2026” normalized to MM/DD/YYYY.
Overflowed — flagged — The clause is too long for the box. The rep decides what goes here.
Skipped — The buyer has no PO yet, so it stays blank — and says so.
Feature by feature
Every line below maps to a capability AppliFlo ships today. Anything still in progress is labeled as roadmap.
- Auto-detect order forms and MSAsField auto-detection
Upload any order form or master service agreement and AppliFlo finds the account, pricing, and term fields — no template built ahead of time.
- Fill from the opportunity recordCSV import
Account name, contact, and deal value drop in automatically from a CSV export of your pipeline.
- Pull opportunity data from HubSpot (coming later)Roadmap: HubSpot connector
Fill account and deal fields straight from HubSpot instead of exporting a CSV first, once the connector is back on the product.
- Route to match your approval chainSequential / parallel routing
Send to the buyer and your internal signer in sequence, or in parallel when no one needs to wait on the other.
- Reminders so a redline doesn't cost the closeReminders
Automatic reminders nudge a stalled signer without a rep having to chase it manually.
- A sealed, audit-ready order formPAdES sealing + audit trail
Every signature is sealed with PAdES on Cloud KMS and logged to a full audit trail for the deal file.