CT-2026-041 · An Phát Logistics
Auto-filled from CRM
Internal approval
E-sign
4Create project
Templates & versions
Draft from standard templates and track every change.
Won becomes work, automatically
Contract requests auto-fill from CRM, move through internal approval and signature, then create the project and billing schedule — no re-entry.
- Contract request
- CRM auto-fill
- Legal entity information
- Contract templates
- Document generation
- Internal approval
- Version workflow
- E-sign workflow
- Billing schedule
- Project creation trigger
Contract Operations
From “won” to “started” in one step
WhenContract signedThenCreate project
WhenMilestone acceptedThenIssue invoice
Controlled approval
Terms, discounts and entities approved by the right people.
Lead‑to‑Cash
OpportunityWon
ContractSigned
ProjectRunning
Milestone 2Accepted
…InvoiceTo collect
Billing built in
Payment milestones in the contract become billing milestones.
Great alone, better together
Every area shares one data spine with the rest of onfirm.
Learn more
Frequently asked questions
Can contracts be signed electronically?
Yes, there is an e-sign workflow. The specific signature provider is confirmed during rollout.
Who approves terms and discounts?
Your approval rules decide: by value, legal entity or BU, with every step logged.
What happens after signing?
The project is created with team, milestones and billing schedule from the contract — no re-entry.
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.