How to manage contracts in Google Forms

Want to use Google Forms to streamline contract requests? This guide explores how you can use Google Forms for contract management, automating contracts and saving legal's time.

What is Google Forms?

Google Forms is a versatile tool within the Google Workspace suite that allows users to create surveys, quizzes, and forms for data collection. It is widely used for gathering information, managing event registrations, creating quizzes, and more due to its ease of use and integration with other Google services.

But can it be used by legal and commercial teams to process contract requests? If so, how?

Can you manage contracts in Google Forms?

While Google Forms is not designed for contract management, it can be used for simple contract-related tasks. It is a manual process, though.

Here’s an example workflow:

A sales rep needs a contract to close a deal they’re working on, so they submit a contract request to the legal team via Google Forms. This Google Form is populated with the relevant deal data.

The legal team picks up the contract request when they next have capacity, which can mean there’s often a long turnaround time before the contract is drafted and ready to share with counterparties.

Why is this manual approach painful?

• Turnaround time: Since the legal team processes requests manually and based on their capacity, there can be significant delays in drafting and finalizing contracts. This impacts sales cycles and can delay closing deals.
• Repetitive data entry: Data needs to be entered at least twice since the rep needs to populate the Google Form, and the legal team later inputs this data into the contract template. 
• Inefficiency: The process is labor-intensive, requiring legal teams to sift through form submissions, draft contracts, and manage approvals manually, which can be time-consuming and detract from other important tasks.
• Lack of transparency: There’s limited visibility into the status of contract requests once submitted, making it difficult for sales reps and other stakeholders to track a contract’s progress and follow up appropriately.
• Unscalable: As the volume of contracts increases, this manual approach becomes unsustainable, leading to bottlenecks and further delays in the contract management process.

Fortunately, there’s a better way to manage contracts with Google Forms. By integrating Google Forms with contract management platform, Juro, you can reduce the burden on in-house legal teams and automate contracting. Let’s explore the improved workflow now. 

Google forms contract management: a better approach

‍

Integrating Juro and Google Forms via Zapier enables teams to automate the contract creation process. You can set up a workflow whereby a new contract is created in Juro when a new form response is submitted in Google Forms. 

‍

The pre-defined contract template is populated automatically with the data entered into the Google Form, generating a complete contract as and when you need it. 

This empowers commercial and HR teams to self-serve confidently on contracts using templates pre-approved by legal. No more waiting on legal. No more repetitive data entry. Just watertight contracts on demand. 

How to set up the integration

Before you can start combining the benefits of Juro and Google Forms, you first need to set up the integration via Zapier. Here’s some guidance on that:

1. Sign up for Zapier: Ensure you have an account on Zapier, Google Forms, and Juro.
2. Create a Zap: Start a new Zap in Zapier and select Google Forms as the trigger app.
3. Choose Trigger Event: Select the event that triggers the Zap, such as a new form submission.
4. Connect Google Forms: Link your Google Forms account and select the specific form.
5. Set Up Action in Juro: Choose Juro as the action app and configure the action, like creating a new contract or updating an existing one.
6. Map Form Fields to Contract Fields: Map the form responses to the corresponding fields in Juro.
7. Test and Activate: Test the Zap to ensure it works as expected and activate it.

Want to get started?

These Zaps automate key aspects of contract management, reducing manual work for busy business teams, and improving accuracy in the process. By integrating Google Forms with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are efficient and effective.

To find out more about Juro and how it can be integrated with 5000+ tools, including Google Forms, fill in the form below to book your personalized demo.

‍