Contract approval and signing

A sales deal becomes a drafted contract, an approval, a signature, a register row and a draft invoice.

The approval page showing the eleven values read from an invented company sheet, with a confirm box before approving.

Status: Private copy, filmed on test data
Runs on: Microsoft 365, Dynamics 365 Sales, Business Central, Power Automate, Azure Functions, Teams, Word
Data: Invented companies and test data

Opening frame of the trailer for Contract approval and signing.

The problem

At Brightwater Systems (an invented company), turning sales data into a contract, getting it approved, signed and filed, and raising the invoice took many manual hand-offs. Approvers outside the company could not even receive a Teams card.

What I built

A deal marked ready in Dynamics 365 starts four Power Automate flows and an Azure Function. A Word template becomes a draft, the approver gets a Teams card or a one-time emailed link, then a signing page. The result goes to a register and a draft invoice in Business Central.

The same approval page on a phone, using invented test data.

What it changed

Checked end to end in a test environment: one run took 9 minutes 46 seconds from request to signed contract, with no manual steps except approval and signature. All 18 acceptance checks and 57 of 57 tests passed. The test environment has since expired.

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