Task Flow Mickael Rutembya · Flow Atlas

Owner Contract Generation

Atomic steps for an owner to generate a contract from a qualified lead and send it for signature.

Task intent

What the user is trying to do

« Generate a contract for a qualified lead and initiate the signature workflow. »

Entry points

Element	Destination
Lead detail Generate contract	`/owner/contracts/generate/`
Contracts page New contract	`/owner/contracts/generate/`
Dashboard Contracts shortcut	`/owner/contracts/generate/`

Flow

Adjacent routes — click a node to open it.taskflow

flowchart TD A["Start: owner opens generate"] --> B["/owner/contracts/generate/"] B --> C["Select lead or template"] C --> D["Review scope and pricing"] D --> E["Customize terms"] E --> F["Generate contract PDF"] F --> G["Send for signature"] G --> H["Track signature status"] H --> I["End: contract in signing workflow"] click B "https://mickael-umt.com/owner/contracts/generate/" "Open Generate" click I "https://mickael-umt.com/owner/contracts/" "Open Contracts"

Step inventory

ID	Step	Action	System state
S1	Open generator	Navigate to contract generation	Form loaded
S2	Select context	Choose lead, programme, template	Context bound
S3	Review	Verify scope and pricing	No state change
S4	Customize	Adjust terms if needed	Draft updated
S5	Generate	Create PDF and send for signature	Contract created
S6	Track	Monitor signature status	Status updated

Flow scenario

Scenario OC1

Owner generates contract for qualified lead

Trigger

Owner clicks generate from lead detail
Lead is qualified and scope is clear

Experience

Generator loads with lead context and template.
Owner reviews scope and pricing.
Customizes terms if needed.
Generates PDF and sends for signature.

Trust and safety rules

Contract is stored with audit trail.
Pricing and scope must match validated quote.
Signature link is single-use and time-limited.

Interaction rules

Template selection is required.
PDF preview before sending.
Status transitions: draft, sent, signed, cancelled.

Result states

State	What the user sees	What happens next
Draft	Editable contract form	Owner reviews and sends
Sent	Signature tracking view	Owner monitors status
Signed	Finalized contract	Contract archived, billing triggered