User Flow Mickael Rutembya · Flow Atlas

Owner Contract Detail

/owner/contracts/

Owner inspects a generated contract: reference, parties, financials, clauses, rationale, cross-sell section, and download action.

Flow intent

What the user is trying to do

« Review a generated contract for correctness, download the PDF, and verify linked lead and quote details. »

Entry points

ElementDestination
Owner contracts listing/owner/contracts/
Lead detail generate action/owner/contracts/<ref>/
Direct link from notification/owner/contracts/<ref>/

Flow

Adjacent routes — click a node to open it.userflow
flowchart LR A["Owner opens contract list"] --> B["Land on /owner/contracts/"] B --> C["Browse contract references"] C --> D["Click contract reference"] D --> E["Land on contract detail"] E --> F["Review parties and financials"] F --> G["Check clauses and rationale"] G --> H["View cross-sell section"] H --> I["Download PDF"] I --> J["PDF rendered and saved"] E --> K["Click linked lead"] K --> L["Land on lead detail"] E --> M["Print contract"] M --> N["Browser print dialog"] click B "http://localhost:8000/owner/contracts/" "Open Contracts" click E "http://localhost:8000/owner/contracts/C-2024-001/" "Open Contract" click L "http://localhost:8000/owner/leads/" "Open Leads"

Screens

ScreenKey contentCTA
Contract listReferences, dates, linked leadsView contract
Contract detailParties, financials, clauses, rationale, cross-sellDownload PDF, Print, Back to list
Lead detailAnswers, benchmarks, quoteAssess, Generate contract

Scenario

Scenario

Owner reviews generated contract before sending

Trigger

  • Owner generates contract from lead detail page
  • Notification email received with contract reference
  • Owner navigates to /owner/contracts/

Experience

  1. Contract list shows new contract with reference C-2024-001.
  2. Owner clicks reference to open contract detail.
  3. Page displays parties, financials, and numbered clauses.
  4. Rationale section explains each pricing lever.
  5. Cross-sell section suggests complementary services.
  6. Owner downloads PDF and sends to client.

Trust and safety rules

  • Contract PDF is rendered server-side with embedded fonts — no client-side generation.
  • Contract reference is unique and immutable once generated.
  • All financials are calculated server-side from the pricing engine.
  • Contract access is logged with timestamp and owner identity.
  • Download link is single-use and time-limited.

Interaction notes

  • Contract detail page uses print-optimised CSS.
  • PDF generation uses WeasyPrint or similar server-side renderer.
  • Contract reference is used in URL: /owner/contracts/<ref>/
  • Cross-sell section is auto-generated from related offers.

Result states

StateWhat the owner seesWhat happens next
ReviewingContract detail with all sections visibleMay edit or regenerate if needed
DownloadingPDF download startsFile saved locally, ready to send
PrintingBrowser print dialog opensPhysical or PDF copy created
SendingOwner forwards PDF to clientClient receives contract for signature