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Contract automation (model selection, auto-completion, and sending)

Juan SalasHackathon

Group

El señor de las arras

Participants

Maddalen VallejoJuan Salas

When a seller decides to commercialize their asset with PropHero, the system automatically selects the appropriate commercialization contract from three options (new build, divestment or standard deposit), each with its corresponding deposit contract annex. This contract is sent to the seller for signature with auto-filled data where possible (this was not implemented on the day of the hackathon) and an unsigned copy is saved for later use. When a purchase offer subsequently arrives and the deal moves to the "Offer" stage in HubSpot, the system takes that saved copy of the commercialization contract, automatically removes the first 13 pages corresponding to the commercialization contract, and extracts only the deposit contract annex that the seller had already validated. This document is automatically filled in with the buyer's data and the operation details, and is sent first to the buyer for signature, then to the seller, and once both parties have signed, a copy is sent to PropHero.