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Contract intake unlocks a seamless quote to cash workflow for your sales and finance teams. Go from signed contract to automated billing with minimal intervention. The contract intake agent automatically processes sales contracts, extracting customer information, pricing details, and terms to set up billing schedules in Sequence.
Contract intake

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Overview

Instead of manually transcribing contract details into billing schedules, let an agent read your contracts and extract the key information needed to begin billing. This eliminates manual data entry and reduces errors when onboarding new customers. Review, edit and approve any extracted data point before you start billing.

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Uploading contracts

There are two ways to submit contracts for processing:

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Option 1: Drop contracts directly into Sequence

Upload one or multiple PDF contracts directly into Sequence:
  1. Navigate to Watchtower in the dashboard and drag and drop PDF files
  2. Alternatively, go to Schedules, then click to browse and select files from your computer
You can upload multiple contracts at once for batch processing.
Contract intake

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Option 2: Email forwarding

Forward contracts directly from your inbox to Sequence using your dedicated forwarding address:
  1. Go to Settings → Contract forwarding
  2. Copy your unique forwarding address
  3. Forward contract PDFs to this address from your email, Slack or CLM
You can also the contract forwarding email to set up automated workflows from DocuSign, Salesforce or Attio.
Contract intake email
Your forwarding address is unique to your Sequence workspace. Contracts sent to this address are automatically queued for processing. You can send at most 5 contracts at once.

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Contract processing

Once uploaded, the Contract Intake Agent processes your contracts automatically:
  • Processing time: Approximately 20 seconds per contract
  • Behind the scenes: The agent reads the contract, identifies key sections, and extracts structured data
  • Status updates: Track processing progress in Watchtower
While processing, the agent extracts:
  • Customer details (company name, billing contact, address)
  • Pricing information (products, quantities, prices, billing frequency)
  • Contract terms (start date, end date, payment terms)
  • Special conditions or discounts

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Review and approval

After processing completes, review the extracted information in Watchtower:

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Customer details

Review and verify:
  • Company name
  • Primary billing contact
  • Billing address
  • Tax status
Contract intake - customer information

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Pricing information

The agent extracts pricing as line items, including:
  • Product or service names
  • Unit prices or pricing tables
  • Billing frequency (monthly, quarterly, annually)
  • Billing type (in-advance or in-arrears)
Contract intake - pricing information

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Making adjustments

You can modify any extracted information before approval:
  1. Click into any field to edit the extracted value
  2. Add missing information that wasn’t in the contract
  3. Correct any misinterpreted data
  4. Assign products to prices

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Approval workflow

Once you’ve reviewed and adjusted the extracted data:
  1. Approve: Creates the customer record and billing schedule in Sequence
  2. Reject: Declines the extracted data if the contract can’t be processed
  3. Make changes: Edit items that require modification
All contract processing and approvals are logged in Watchtower’s audit trail, maintaining a complete record of who approved what and when.

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Best practices

Set up your product catalog in Sequence before processing contracts:
  • Create all products that appear in your sales contracts
  • Configure usage metrics for usage-based billing products
  • Set up seat metrics for seat-based pricing
  • Define standard pricing tiers and frequencies
The contract intake agent will map extracted line items to your existing products during the review process.
  • Use text-based PDFs rather than scanned images for best results
  • Ensure pricing tables are clearly formatted
  • Include clear headers for sections like “Pricing”, “Customer”, and “Terms”
  • Always verify customer billing addresses for tax calculation
  • Check that billing frequencies match your customer’s expectations
  • Confirm start dates align with the contract effective date
  • Map extracted line items to the correct products in your catalog
  • Complex pricing structures may require manual adjustment during review
  • Custom discounts can be applied in the billing schedule after approval

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Next steps

After approving a contract:
  • The customer record is created in Sequence (if the contract is for a new customer)
  • A billing schedule is automatically set up with the extracted pricing
  • Invoices will generate according to the billing frequency
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