Contract to Cash Automation — Consulting Agency by Dylan DavisonContract to Cash Automation — Consulting Agency by Dylan Davison

Contract to Cash Automation — Consulting Agency

Dylan Davison

Dylan Davison

Contract to Cash Automation workflow
Contract to Cash Automation workflow

Project Description

Northbridge Consulting managed contracts, invoicing, and CRM updates manually. Automated the full flow: copy contract, review, e-sign via SignWell, invoice via FreeAgent, CRM and timesheet setup.
Eliminated manual contract and invoicing admin, compressing what used to be a multi-day back-and-forth into a single automated sequence
Automated full flow from contract to CRM setup, so the moment a deal closes the entire back-office is ready without anyone touching a spreadsheet
Reduced time between quote and signed contract, meaning the business captures revenue faster and clients experience a seamless professional handoff
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Posted Nov 12, 2025

Automated contracts, e-sign, invoice flow, cutting quote-to-sign time 60% and removing admin errors entirely.