# Contract and e-signature

> A process map exported from forks.world (https://forks.world). Author: Brian. Source: https://forks.world/p/cmv0ie7p5002wjw0684q04gs1
> It describes who does what, in what order, and with which technology. Read the plain-language sections first; the JSON at the end is the exact, complete data.

## Summary

- 12 steps across 1 layer
- Persona: Sales rep, Deal desk, The customer, Legal
- Technology / systems: E-signature tool

## How to read this file

- A process is made of **layers**. The main layer is the top level; any step of kind `subprocess` opens a detail layer with its own lanes and steps.
- **Lanes** are either persona (people/roles) or technology (systems). Each step belongs to one lane; `using` lists tools a person uses for that step.
- Step kinds: `start`, `task`, `decision` (its arrows carry the answer as a label), `subprocess`, `end`.

## Contract and e-signature

Lanes:
- Sales rep: person / role (id `ae`)
- Deal desk: person / role (id `ops`)
- The customer: person / role (id `buyer`)
- E-signature tool: technology / system (id `esign`)
- Legal: person / role (id `legal`)

Steps, in the order they run:

1. **Deal approved** [start; Sales rep; id `c1`]
   - then Generate the contract from the template
2. **Generate the contract from the template** [task; Deal desk; id `c2`]
   - then Is the contract standard?
3. **Is the contract standard?** [decision; Deal desk; id `c3`]
   - if "Yes" go to Send for signature; if "No" go to Review the non-standard terms
4. **Send for signature** [task; E-signature tool; id `c4`]
   - then Receives the request
5. **Receives the request** [task; The customer; id `c7`]
   - then Signed within 3 days?
6. **Signed within 3 days?** [decision; The customer; id `c8`]
   - if "Yes" go to Both parties signed: lock the document; if "No" go to Nudge the signer by call and email
7. **Both parties signed: lock the document** [task; E-signature tool; id `c10`]
   - then File it in the contract system and tell Finance
8. **File it in the contract system and tell Finance** [end; Deal desk; id `c11`]
9. **Nudge the signer by call and email** [task; Sales rep; id `c9`]
   - then Signed within 3 days?
10. **Review the non-standard terms** [task; Legal; id `c5`]
   - then Approved?
11. **Approved?** [decision; Legal; id `c6`]
   - if "Yes" go to Send for signature; if "No" go to Renegotiate the term with the customer
12. **Renegotiate the term with the customer** [task; Sales rep; id `c5a`]
   - then Review the non-standard terms

```mermaid
flowchart LR
  subgraph l_ae["Sales rep"]
    n_c1(["Deal approved"])
    n_c5a["Renegotiate the term with the customer"]
    n_c9["Nudge the signer by call and email"]
  end
  subgraph l_ops["Deal desk"]
    n_c2["Generate the contract from the template"]
    n_c3{"Is the contract standard?"}
    n_c11(["File it in the contract system and tell Finance"])
  end
  subgraph l_buyer["The customer"]
    n_c7["Receives the request"]
    n_c8{"Signed within 3 days?"}
  end
  subgraph l_esign["E-signature tool"]
    n_c4["Send for signature"]
    n_c10["Both parties signed: lock the document"]
  end
  subgraph l_legal["Legal"]
    n_c5["Review the non-standard terms"]
    n_c6{"Approved?"}
  end
  n_c1 --> n_c2
  n_c2 --> n_c3
  n_c3 -->|"Yes"| n_c4
  n_c3 -->|"No"| n_c5
  n_c5 --> n_c6
  n_c6 -->|"Yes"| n_c4
  n_c6 -->|"No"| n_c5a
  n_c5a --> n_c5
  n_c4 --> n_c7
  n_c7 --> n_c8
  n_c8 -->|"Yes"| n_c10
  n_c8 -->|"No"| n_c9
  n_c9 --> n_c8
  n_c10 --> n_c11
```

## Full data (JSON)

```json
{
  "title": "Contract and e-signature",
  "maps": {
    "m_root": {
      "id": "m_root",
      "lanes": [
        {
          "id": "ae",
          "name": "Sales rep",
          "type": "person"
        },
        {
          "id": "ops",
          "name": "Deal desk",
          "type": "person"
        },
        {
          "id": "buyer",
          "name": "The customer",
          "type": "person"
        },
        {
          "id": "esign",
          "name": "E-signature tool",
          "type": "system"
        },
        {
          "id": "legal",
          "name": "Legal",
          "type": "person"
        }
      ],
      "steps": [
        {
          "id": "c1",
          "kind": "start",
          "lane": "ae",
          "next": [
            {
              "to": "c2"
            }
          ],
          "uses": [],
          "label": "Deal approved"
        },
        {
          "id": "c2",
          "kind": "task",
          "lane": "ops",
          "next": [
            {
              "to": "c3"
            }
          ],
          "uses": [],
          "label": "Generate the contract from the template"
        },
        {
          "id": "c3",
          "kind": "decision",
          "lane": "ops",
          "next": [
            {
              "to": "c4",
              "label": "Yes"
            },
            {
              "to": "c5",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Is the contract standard?"
        },
        {
          "id": "c5",
          "kind": "task",
          "lane": "legal",
          "next": [
            {
              "to": "c6"
            }
          ],
          "uses": [],
          "label": "Review the non-standard terms"
        },
        {
          "id": "c6",
          "kind": "decision",
          "lane": "legal",
          "next": [
            {
              "to": "c4",
              "label": "Yes"
            },
            {
              "to": "c5a",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Approved?"
        },
        {
          "id": "c5a",
          "kind": "task",
          "lane": "ae",
          "next": [
            {
              "to": "c5"
            }
          ],
          "uses": [],
          "label": "Renegotiate the term with the customer"
        },
        {
          "id": "c4",
          "kind": "task",
          "lane": "esign",
          "next": [
            {
              "to": "c7"
            }
          ],
          "uses": [],
          "label": "Send for signature"
        },
        {
          "id": "c7",
          "kind": "task",
          "lane": "buyer",
          "next": [
            {
              "to": "c8"
            }
          ],
          "uses": [],
          "label": "Receives the request"
        },
        {
          "id": "c8",
          "kind": "decision",
          "lane": "buyer",
          "next": [
            {
              "to": "c10",
              "label": "Yes"
            },
            {
              "to": "c9",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Signed within 3 days?"
        },
        {
          "id": "c9",
          "kind": "task",
          "lane": "ae",
          "next": [
            {
              "to": "c8"
            }
          ],
          "uses": [],
          "label": "Nudge the signer by call and email"
        },
        {
          "id": "c10",
          "kind": "task",
          "lane": "esign",
          "next": [
            {
              "to": "c11"
            }
          ],
          "uses": [],
          "label": "Both parties signed: lock the document"
        },
        {
          "id": "c11",
          "kind": "end",
          "lane": "ops",
          "next": [],
          "uses": [],
          "label": "File it in the contract system and tell Finance"
        }
      ],
      "title": "Contract and e-signature",
      "parent": null
    }
  }
}
```