How to manage contracts in Google Sheets

Want to automate contract creation and tracking for your business? Check out this guide on how to manage contracts in Google Sheets.

What is Google Sheets?

Google Sheets is a web-based spreadsheet application offered by Google as part of the Google Suite service. It allows users to create, edit, and share spreadsheets online while collaborating in real-time with others. 

With features like data analysis tools, charts, pivot tables, and seamless integration with other Google services, Google Sheets is a versatile tool for managing data and performing complex calculations.

But it also acts as a way to record important datapoints and track progress across projects. How does this work when it comes to managing contracts in Google Sheets?

Can you manage contracts in Google Sheets?

While Google Sheets is not designed specifically for contract management, it can be used for this purpose with some limitations. You can manually enter contract details and track contract statuses. 

However, the process can become cumbersome and prone to errors as the volume of contracts you handle increases.

Google Sheets also lacks specialized features like automated workflows, contract templates, and a centralized repository, which are all essential for efficient contract management. Not to mention the fact that you can’t actually draft contracts within the platform. 

Contract management spreadsheets are limited to capturing data that’s either used to create contracts, or recording information from contracts post-signature. 

That is, unless you integrate Google Sheets with a contract management system like Juro. 

How to manage contracts in Google Sheets and Juro via Zapier

Integrating Google Sheets with Juro via Zapier can enhance your contract management process by automating data transfer and reducing manual effort. 

Zapier, a no-code automation platform, allows you to create workflows (called Zaps) that connect Google Sheets and Juro, enabling seamless data synchronization and task automation.

Here’s what possible when you integrate Juro and Google Sheets:

1. Automatically create a contract in Juro when a new spreadsheet row is added in Google Sheets

Firstly, you can automate the creation of a new contract in Juro whenever a new row is added to a specified Google Sheets spreadsheet. Using the data from the new row, a new contract is automatically created in Juro. You can map specific columns in Google Sheets to fields in the Juro contract to ensure all necessary information is included.

Example use case 

A sales team uses Google Sheets to track new sales transactions. When a new transaction is logged in Google Sheets, this Zap creates a corresponding contract in Juro automatically, automating the contract creation process and empowering commercial teams to self-serve and get instant access to contracts on terms pre-approved by legal. 

2. Automatically create a new spreadsheet row in Google Sheets when a contract progresses in Juro

You can also add a new row in Google Sheets whenever a contract in Juro progresses to a new stage, capturing all of the key contract datapoints and updates by default. 

This trigger activates when a contract in Juro reaches a specific stage or milestone. A new row is added to your specified Google Sheets spreadsheet, capturing details of the contract's progress. This ensures your spreadsheet always reflects the latest status of contracts managed in Juro.

Example use case 

A legal department tracks contract statuses in Google Sheets for reporting purposes. As contracts move through various stages in Juro (e.g., draft, review, signed), this Zap updates the Google Sheet with the latest status, providing real-time visibility into contract progress.

How to set up the integration

To set up the integration between Google Sheets and Juro using Zapier, follow these steps:

To set up the integration between Google Sheets and Juro using Zapier, follow these steps:

1. Sign up for Zapier: Create an account if you don't already have one.
2. Connect Google Sheets and Juro: In Zapier, go to "My Apps" and connect your Google Sheets and Juro accounts.
3. Create a Zap: Click "Make a Zap" to start creating your automated workflow.
4. Set up a trigger: Choose a trigger event from Google Sheets, like "New Spreadsheet Row" or "Updated Spreadsheet Row."
5. Set up an action: Choose an action for Juro, such as "Create Contract" or "Update Contract."
6. Configure details: Map data fields between Google Sheets and Juro for accurate data transfer.
7. Test and activate: Test the Zap to ensure it works correctly, then activate it.

For more details and to set up these integrations, visit Zapier's Google Sheets and Juro integration page.

The benefits of automating contracts in Google Sheets and Juro

Automating contract management by integrating Google Sheets with Juro via Zapier offers several benefits:

• Efficiency: Automating the integration reduces manual data entry and minimizes errors, freeing up time for your team to focus on higher-value tasks.
• Real-time updates: Ensures that contract data is always up-to-date across platforms, providing immediate access to the latest information without needing manual synchronization.
• Improved collaboration: Enhances team collaboration by making contract information easily accessible to all relevant stakeholders through Google Sheets, promoting transparency and teamwork.
• Scalability: Supports handling a large volume of contracts efficiently, making it suitable for businesses experiencing growth and an increasing number of contracts.

Want to get started? 

These Zaps automate key aspects of contract management, reducing manual work for busy legal and commercial teams, and improving accuracy in the process.

By integrating Google Sheets with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are efficient and effective.

Find out more about Juro and how it can be integrated with 5000+ tools, including Google Sheets, by filling in the form below to book your personalized demo.