When a deal has a contract attached, the deal’s pipeline stage should follow the contract’s outcome — advancing when everyone signs, and falling back when the contract is declined, voided, or expires. CornerSpot can do this for you. In the deal form’s e-signature panel you set a success stage and a failure stage, and the deal moves itself the moment the contract finishes. This guide shows you how.
How to move a deal automatically by its contract outcome
You wire the outcome stages on the deal form, in the same e-signature panel where you choose a template and auto-send stage. Here’s the path, start to finish.
1. Open the deal and click Edit
From the dashboard, open Deals, find the deal whose contract should drive its stage, and open it. On the deal’s page, click Edit in the top-right to open the deal form.
2. Turn on “Send a contract for an E-signature”
In the deal form, switch on Send a contract for an E-signature. This reveals the e-signature automation panel, which has three sections: Document (the template), Trigger (the auto-send stage), and Outcomes.
3. Set the success stage
In the Outcomes section, under Signed & completed, pick the stage where the deal should move once everyone has signed — for example, Closed Won. As soon as the envelope reaches Completed, CornerSpot advances the deal to this stage for you.
4. Set the failure stage
Still under Outcomes, under Declined, voided or expired, pick the stage where the deal should move if the contract isn’t completed — for example, Closed Lost. If the envelope is declined, voided, or expires, the deal lands here automatically.
5. You’re done
That’s the whole setup. Once the deal’s contract finishes, CornerSpot moves the deal to the matching outcome stage — no manual updates needed — keeping your board, reports, and forecasts accurate.
Good to know
- Both stages are optional. Leave either one set to Don’t move if you only want to route one outcome (for example, advance on success but leave declined deals where they are).
- They’re independent of the auto-send stage. The outcome stages control where the deal goes after signing finishes; the auto-send stage controls when the contract goes out. You can use any combination.
- “Failure” covers three terminal states — declined, voided, and expired — all of which route the deal to the failure stage.
- The move happens automatically. CornerSpot watches the linked envelope and updates the deal’s stage the moment the envelope reaches Completed (success) or a terminal not-completed state (failure).
Tips
- Point the success stage at a won stage and the failure stage at a lost stage so your pipeline reflects reality without anyone touching it.
- Pair outcome stages with an auto-send stage so the contract both sends and routes itself end to end as the deal progresses.
- Only managers and admins can arm e-signature automation on a deal, and the integration requires both the CRM and E-Signatures features on your plan.