From Template to Signed Contract — In Seconds
Stop copying Word documents and manually replacing placeholders. LCB Smart Document Editor lets you build templates once, review collaboratively, and auto-generate contracts with merge fields that pull real data from your cases. The output? A publication-ready PDF, ready for stamping and signing.
Template to Contract Pipeline
This is the core workflow that eliminates manual contract creation:
- Build Templates:Create contract templates in the rich editor with merge fields like ##ClientName##, ##LoanAmount##, ##InterestRate##. Use AI to generate content or build from scratch.
- Review and Finalize:Templates go through the collaborative review workflow — suggestions, threaded comments, and multi-stage approvals — until marked as Finalized or Active.
- Select Template:When creating a new contract, the Drafter selects a finalized or active template from the library. Only reviewed, approved templates are available.
- Merge Fields Auto-Replaced:The system automatically populates all merge fields with actual client, case, and company data. Zero manual copy-paste. Zero missed fields.
- PDF Generated:Complete contract auto-converted to PDF with all fields filled, proper formatting, and embedded fonts — ready for eStamping and eSigning.
AI-Powered Drafting
- Natural Language Generation:Describe what you need in plain language — "Create an NDA for a technology consulting engagement" — and the AI generates a complete, structured document.
- Context-Aware Editing:Select any section of a document and ask the AI to rewrite, expand, simplify, or add clauses based on your requirements.
- Ask Questions:Open the AI chat on any document and ask: "What are the penalty clauses?", "Summarize the payment terms" — get instant, context-aware answers.
- Summaries and Key Terms:AI generates document summaries, key terms extraction, risk highlights, and suggested next steps — review a 40-page contract in 2 minutes.
Smart Merge Fields
- Organization-Wide Catalog:Standardize merge fields across your organization — ##ClientName## always means the same thing in every template, for every drafter.
- Drag-and-Drop Insertion:Browse the categorized catalog and drag merge fields directly into your document. No manual formatting or placeholder syntax.
- Auto-Population:When a contract is generated, merge fields automatically pull data from customer records, case details, and transaction information.
- Conditional Rules Engine:Define default values, conditional logic, and field dependencies. Show guarantor fields only when loan exceeds a threshold. Auto-set jurisdiction based on state.
- Real-Time Validation:Enforce field formats (PAN, email, phone) and set default values. Invalid fields are flagged before the document is used, not after.
Collaborative Review Workflow
Built-in collaboration that replaces email chains and Word track changes:
- Draft:Drafter creates or generates contract content in the editor.
- Send for Review:Reviewers receive the document with notification. Multiple reviewers can work simultaneously.
- Review:Add suggestions (insert, replace, delete) and threaded comments. Each suggestion is tracked by author with timestamps.
- Send for Approval:Approvers authorize the final version. Can approve or reject with comments.
- Finalize:Template locked and ready for contract generation. Status changes to Finalized or Active.
Participant Roles: Drafter (creates and edits), Reviewer (adds suggestions and comments), Approver (final authorization), View Only (read-only access for stakeholders).
Create Contract
Once your template is finalized, creating a contract is a guided process:
- Select Template:Choose from your library of finalized or active templates. Only reviewed, approved templates are available for contract creation.
- Merge Multiple Documents:Combine multiple documents into a single contract package — main agreement, annexures, schedules, and supporting documents merged into one.
- Drag-and-Drop Signature Placement:Place signature fields at precise locations on any page. 9 preset positions (TopLeft, Center, BottomRight, etc.) or fully custom placement.
- Configure Signing Order:Set the exact sequence — Internal First, External First, or Custom order. Drag and drop to reorder signers and approvers.
- Add Signers and Approvers:Up to 5 organization signers + unlimited customer signers + up to 5 approvers. Each with their own signature method and position.
Rich Text Editor
- Full Formatting:Bold, italic, underline, headings, lists, tables, images — professional document editing in the browser.
- Page Numbering:Customizable page numbering with position control (top, bottom, left, right, center).
- PDF Export:Generate publication-ready PDFs with proper formatting, embedded fonts, and configured page layout.
- Office Compatibility:Paste content from Word and Excel documents with formatting preserved.
Template Statuses
Templates follow a clear lifecycle:
| Status | Meaning |
|---|---|
| Draft | Being edited — not available for contract creation |
| In Review | Sent to reviewers for suggestions and comments |
| Changes Requested | Reviewer flagged issues — drafter needs to revise |
| Finalized | Reviewed, approved, locked — available for contract creation |
| Active | Published and available for all internal users |
| Inactive | Archived — no longer available for new contracts |
LCB Smart Document Editor eliminates manual contract drafting entirely. Build templates once with AI. Review collaboratively. Auto-generate contracts with real data. Export as PDF — ready for stamp and sign in seconds.
Contact us today for a free demo and see the template-to-contract pipeline in action with your own documents.