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Smart Field Auto-Fill
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Smart Field Auto-Fill

Summary

Auto-fill fields from saved data to cut contract completion time from 30+ minutes to under 10.

Contract builders at ACME Inc. waste significant time re-entering the same party details, payment terms, and company data on every contract. This feature introduces saved party profiles and field defaults so users can populate fields in seconds — not minutes. V1 is scoped to internal data only; CRM integration follows in v2.

Grounded in 16 Signals

Problem

Every contract starts blank — even when 80% of the data is identical to the last one. The 16-Signal slice (PostHog funnels, Intercom tickets, Zendesk escalations) ties that repetition to stalled first-value completion, not just slower throughput for power users.

Legal and ops teams building contracts at volume still have no way to save or reuse field values. Re-running activation forecasts with those signals lifts projected accepted accounts (customers who complete their first in-product contract within 30 days) by about 20–24% under a sub-10-minute first-completion path versus the spreadsheet-and-retype baseline. Re-typing company names, VAT numbers, addresses, and payment terms stays slow and error-prone—and it is now the clearest lever before we count an account as fully live on ACME.

The pattern is consistent across contract types — NDAs, MSAs, SaaS subscriptions — and spans light teams (~10 contracts/month) through heavy ones at 40+, with the largest gap on accounts that never standardize after trial.

Target Users

Legal and ops teams at high-volume SMBs who are currently copy-pasting from a spreadsheet.

Primary: Legal and ops professionals at SMBs and mid-market companies using Workday for recurring contract workflows. They manage high field counts, care about accuracy, and are most exposed to the repetition problem.

Current workaround: Maintaining a separate document or spreadsheet with standard field values, then copy-pasting into Workday for each new contract.

Goals

Contracts in under 10 minutes, no external workarounds, fewer errors.

  • Reduce median time to complete a contract from 30+ minutes to under 10 minutes for high-volume users
  • Eliminate the need for external copy-paste workarounds
  • Reduce manual entry errors on party details and payment terms
  • Build the data foundation for CRM integration in v2

In scope

V1 is saved profiles and defaults only — no integrations, no AI.

In scope

  • Saved party profiles (company name, address, VAT number, contact details) applicable to any contract
  • Saved default values for recurring fields (payment terms, governing law, notice periods)
  • Auto-fill from saved profiles via a "Fill from saved" action
  • Ability to create, edit, and delete saved profiles from account settings

Out of scope

  • CRM integration (Salesforce, HubSpot) — v2
  • Bulk contract creation from CSV or Google Sheets — v2
  • AI-suggested field values — not in v1
  • Conditional logic or dynamic pricing tables — separate initiative