Propper Logo
Agreement Lifecycle Management

Master Every Phase of Your Agreement Lifecycle

Propper turns agreement work from a cost center into a predictable system by reducing manual steps, rework, and administrative drag across every phase of the lifecycle.

11
Lifecycle Phases
End-to-end coverage
80%
Time Saved
On agreement processes
99%
Error Reduction
With automation
3x
Faster Turnaround
From draft to signed

The Complete Agreement Journey

See how agreements flow through each phase, from initial creation to renewal.

Phase 1

Document Creation & Management

Create consistent templates once and eliminate repetitive drafting, errors, and version confusion that cost teams time.

Common Challenges
  • Inconsistent formatting across departments
  • No version control for templates
  • Manual template updates are time-consuming
The Propper Solution
How we transform this phase

Smart Templates

Dynamic fields and conditional logic

Plugin Integration

Works with Google Docs & Microsoft Word

Version Control

Full history with rollback capability

Powered by Fabrik
Phase 2

Approval & Governance

Route documents through customizable approval workflows with full audit trails.

Common Challenges
  • Lengthy approval processes
  • Poor visibility into approval status
  • Inconsistent governance policies
The Propper Solution
How we transform this phase

Custom Workflows

Role-based permissions and routing

Notifications

Slack, Teams, and email integration

Audit Trails

Complete approval activity logs

Phase 3

Workflow Triggering

Initiate agreement workflows via API, UI, or chat integrations.

Common Challenges
  • Manual process initiation
  • Disconnected systems require duplicate entry
  • Difficult to track triggered workflows
The Propper Solution
How we transform this phase

API Triggers

Automate from CRM, ERP, or other systems

UI Triggers

User-friendly guided workflow initiation

Chat Triggers

Start workflows from Slack or Teams

Phase 4

Data Collection

Gather and validate information from multiple sources to populate agreements.

Common Challenges
  • Manual data entry causes errors
  • Data scattered across systems
  • Time-consuming follow-ups for missing info
The Propper Solution
How we transform this phase

Auto Data Retrieval

Pull from CRM, ERP, and HR systems

Smart Forms

Validation rules ensure accuracy

AI Extraction

Extract data from existing documents

Phase 5

Document Generation

Merge collected data into templates while maintaining perfect formatting.

Common Challenges
  • Error-prone manual merging
  • Formatting breaks after data insertion
  • Slow generation for high volume
The Propper Solution
How we transform this phase

Fabrik Engine

Perfect data-to-document merging

Conditional Logic

Dynamic content based on data values

Calculations

Automatic pricing and totals

Powered by Fabrik
Phase 6

Negotiation & Collaboration

Facilitate real-time editing, commenting, and version comparison between parties.

Common Challenges
  • Inefficient email-based negotiation
  • Difficult to track changes across versions
  • Challenges managing redlines
The Propper Solution
How we transform this phase

Real-time Collaboration

Multi-party simultaneous editing

Negotiation Rooms

Secure spaces for discussions

Version Comparison

Side-by-side diff views

Phase 7

Execution & Signing

Capture legally binding electronic signatures with robust authentication.

Common Challenges
  • Complex print-scan-sign processes
  • Difficulty tracking signature status
  • Security concerns around authenticity
The Propper Solution
How we transform this phase

E-Signatures

Legally binding with verification

Signing Workflows

Automated routing and reminders

Mobile Signing

Sign from any device

Powered by Sign
Phase 8

Storage & Compliance

Securely store executed agreements with encryption and access controls.

Common Challenges
  • Scattered document storage
  • Compliance with retention policies
  • Security vulnerabilities
The Propper Solution
How we transform this phase

Secure Repository

Centralized encrypted storage

Compliance Automation

Automated retention enforcement

Access Controls

Role-based permissions

Powered by Locker
Phase 10

Analytics & Insights

Extract actionable insights from your agreements with visual dashboards.

Common Challenges
  • Limited visibility into performance
  • Manual reporting processes
  • Unable to identify trends
The Propper Solution
How we transform this phase

Interactive Dashboards

Visual metrics and KPIs

Custom Reports

Tailored agreement analytics

BI Integration

Connect to Tableau, Power BI, Looker

Phase 11

Renewal & Expiry Management

Never miss a renewal with automated notifications and workflow triggers.

Common Challenges
  • Missed renewal opportunities
  • Unexpected auto-renewals
  • Manual renewal initiation
The Propper Solution
How we transform this phase

Auto Notifications

Timely alerts before expiration

Renewal Workflows

Pre-defined renewal processes

Expiration Tracking

Centralized deadline visibility

See It In Your Industry

Explore how organizations in your industry use Propper to streamline their agreement lifecycle.

Ready to Transform Your Agreement Process?

See how Propper creates clarity across the full agreement lifecycle while reducing cost and effort.