How to Automate Contract Generation from Templates

This system automates contract generation from templates by merging CRM data with approved legal templates. Zero re-typing. I run this for every deal that reaches the contract stage.

What You Need Before Starting

• Python 3.8+
• Claude or GPT API key
• Jinja2 for templating
• weasyprint for PDF generation

Step 1: Set Up Contract Templates

Templates with placeholder variables.

from jinja2 import Template

CONTRACT = Template("""SERVICE AGREEMENT
Between {{ company_name }} ("Client") and {{ provider }} ("Provider")
Effective {{ start_date }}.
Total fee: ${{ "{:,.2f}".format(amount) }}
Payment: {{ payment_schedule }}
Term: {{ duration_months }} months.""")

Step 2: Pull Deal Data

Get contract fields from the CRM.

def get_contract_data(crm_client, deal_id):
    deal = crm_client.get_deal(deal_id)
    return {
        "company_name": deal["company_name"],
        "provider": "Your Company Inc.",
        "start_date": deal["start_date"],
        "amount": deal["amount"],
        "duration_months": deal.get("contract_length", 12),
        "payment_schedule": deal.get("payment_terms", "Monthly"),
    }

Step 3: Generate the Contract

Merge data into template.

def generate_contract(template, data):
    return template.render(**data)

Step 4: Add Legal Review Flag

High-value or non-standard contracts need legal eyes.

def needs_review(data):
    if data["amount"] > 50000:
        return True
    if data["duration_months"] > 24:
        return True
    return False

Step 5: Send for Signature

Push to your e-signature platform.

def send_for_signature(contract_path, signer_email):
    envelope = esign_client.create_envelope(
        document_path=contract_path,
        signers=[{"email": signer_email}],
    )
    return envelope["id"]

What to Build Next

Add a clause library. Pull approved clauses based on deal type and requirements.

Related Reading

• Creating Automated Proposal Generation - automated proposal generation guide
• Setting Up Automated Contract Management - automated contract management setup
• AI in Legal and Compliance - ai legal compliance automation