Task Flow Mickael Rutembya · Flow Atlas

Owner Lead Contract

/owner/leads//contract/

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

Task intent

What the user is trying to do

« Generate a contract for a lead, review it, and send it for signature. »

Entry points

ElementDestination
Lead detail Create contract/owner/leads//contract/
Contracts page New from lead/owner/leads//contract/
Dashboard Contract shortcut/owner/leads//contract/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens lead contract"] --> B["/owner/leads//contract/"] B --> C["Select 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/leads/1/contract/" "Open Lead Contract" click I "https://mickael-umt.com/owner/contracts/" "Open Contracts"

Step inventory

IDStepActionSystem state
S1Open formNavigate to contract creationForm loaded
S2Select templateChoose contract templateTemplate bound
S3ReviewVerify scope and pricingNo state change
S4CustomizeAdjust terms if neededDraft updated
S5GenerateCreate PDF and send for signatureContract created
S6TrackMonitor signature statusStatus updated

Flow scenario

Scenario OL2

Owner generates contract from lead

Trigger

  • Owner clicks create contract from lead detail
  • Lead is qualified and scope is clear

Experience

  1. Contract form loads with lead context and template.
  2. Owner reviews scope and pricing.
  3. Customizes terms if needed.
  4. 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

StateWhat the user seesWhat happens next
DraftEditable contract formOwner reviews and sends
SentSignature tracking viewOwner monitors status
SignedFinalized contractContract archived, billing triggered