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Loopfour
Workflow templates

REVENUE RECOGNITION & CONTRACT-TO-CASH

The signed contract becomes the invoice, with the terms read once.

Trigger on contract signature, extract the billing terms with a scoped AI step, confirm them against the linked CRM opportunity, and create the invoice in Stripe.

DocuSign / PandaDocAgent (AI)SalesforceStripe
How it is built
1

Webhook trigger fires when the contract is signed

2

Agent block extracts amount, term, and billing cadence from the document

3

Salesforce block fetches the linked opportunity

4

Condition block confirms the extracted terms against the opportunity

5

Approval block routes non-standard terms for review

6

Stripe block creates the invoice

01

The problem

The problem

Between the signed contract and the first invoice sits a manual handoff: someone reads the terms, opens the billing system, and types them in. That gap is where revenue leaks. Terms get misread, invoices go out late, and the number on the invoice does not always match the number in the contract.

02

How it is built

How it is built
  1. 1Webhook trigger fires when DocuSign or PandaDoc reports the contract as signed.
  2. 2Agent block extracts the contract value, term length, and billing cadence from the executed document.
  3. 3Salesforce block fetches the linked opportunity so the check runs against a real record.
  4. 4Condition block compares the extracted terms to the opportunity so the two systems agree before anything bills.
  5. 5Approval block routes any non-standard structure, a custom discount or an off-cycle start, to a human.
  6. 6Stripe block creates the invoice with the confirmed terms.

03

The payoff

The payoff

The contract is the source of truth, and the invoice traces straight back to it. The AI reads the document; the coded steps make sure what bills matches what was signed.

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