Dynamic Deal Documentation Agent Icon

Dynamic Deal Documentation Agent

The Dynamic Documentation Agent automates the creation of deal documents by pulling data from a CRM, populating templates, and generating accurate contracts, proposals, and agreements with minimal manual input.

About the Agent

Dynamic Deal Documentation Agent, developed by ZBrain, is an automation-driven solution built to streamline the creation and management of deal-related documents across sales and legal operations. In fast-paced enterprise environments where contracts, proposals, and agreements must be generated quickly and accurately, this agent ensures that documentation keeps pace with deal progression. It connects sales workflows with document generation in real time—reducing turnaround time and ensuring consistency across every customer-facing asset.

The agent integrates with CRM platforms to retrieve real-time deal data such as client details, commercial terms, product configurations, and pricing. Using predefined, role-specific templates, it automatically generates tailored documents that reflect the most current information without requiring manual entry or formatting. Every document—whether it’s a proposal, service agreement, or contract—is dynamically populated with deal-specific variables, maintaining both accuracy and compliance with internal standards. It also supports version control and centralized tracking, ensuring documents remain aligned with the latest deal status.

By automating the document lifecycle from creation to completion, the Dynamic Deal Documentation Agent enhances operational efficiency and reduces risk across sales and legal functions. It shortens the time required to move deals forward, minimizes human errors, and ensures that teams are working from a single, trusted source of truth. The result is a more responsive and scalable documentation process that supports faster deal closures, improved governance, and greater alignment between sales execution and business compliance.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Dynamic Deal Documentation Agent:

Field Value
deal_id SA-09234-CN-2025-Q2
client_name Cresinex Technologies LLC
company_name Aerogrid Systems Inc.
created_date 2025-05-14

Commercial Terms

Field Value
billing_model Subscription

Product List

Service Component Quantity Unit Price Discount Final Price
Aerogrid Core Suite 100 $120.00 10% $10,800.00
InsightIQ AI Module 50 $60.00 5% $2,850.00
Enterprise Support Plan 1 $5,000.00 0% $5,000.00

Legal & Compliance Variables

Field Value
governing_law State of California
contract_duration_months 24
auto_renewal Yes
termination_clause 60 days prior written notice
data_processing_addendum Included
nda_signed Yes

Document Metadata

Field Value
document_type Service Agreement
language English (US)

Deliverable Example

Sample output delivered by the Dynamic Deal Documentation Agent:

AEROGRID SYSTEMS INC.

360 Vector Lane

Newport, NY 11234

www.aerogridsystems.com

SERVICE AGREEMENT

Agreement No. SA-09234-CN-2025-Q2

This Service Agreement (“Agreement”) is entered into and made effective as of May 14, 2025 (“Effective Date”), by and between:

Aerogrid Systems Inc., a Delaware corporation, with its principal place of business located at 360 Vector Lane, Newport, NY 11234 (“Provider”),

and

Cresinex Technologies LLC, a Delaware limited liability company, having its registered office at 842 Market Street, Palo Alto, CA 94301 (“Client”).

PURPOSE

The purpose of this Agreement is to define the terms and conditions under which Provider will deliver software services, support, and maintenance to Client.

SCOPE OF SERVICES

Provider agrees to provide the following services to Client in accordance with the terms of this Agreement:

  • Subscription license to Aerogrid Core Suite
  • Access to InsightIQ AI Module
  • Tier 1 Enterprise Support

FEES AND PAYMENT

Service Component Quantity Unit Price Discount Final Price
Aerogrid Core Suite 100 $120.00 10% $10,800.00
InsightIQ AI Module 50 $60.00 5% $2,850.00
Enterprise Support Plan 1 $5,000.00 0% $5,000.00
Total: $18,650.00

All invoices shall be paid within thirty (30) days of receipt. Late payments are subject to a 1.5% monthly interest rate.

TERM AND TERMINATION

This Agreement shall remain in effect for a term of twenty-four (24) months from the Effective Date unless terminated earlier as provided herein. The Agreement will automatically renew for successive one-year terms unless either party provides sixty (60) days’ prior written notice of its intent not to renew.

CONFIDENTIALITY

Each party agrees to maintain the confidentiality of all non-public business, technical, and financial information provided under this Agreement, and not to disclose such information to any third party without prior written consent.

COMPLIANCE AND LEGAL

  • Governing Law: State of California
  • Data Protection Addendum: Attached as Appendix B
  • Non-Disclosure Agreement: Executed and attached as Appendix C
  • Export Control Compliance: Each party shall comply with all applicable export laws and regulations.

INTELLECTUAL PROPERTY

All intellectual property developed by Provider in connection with the services shall remain the exclusive property of Provider. Client receives a non-transferable, non-exclusive license to use the deliverables as defined in Appendix A.

MISCELLANEOUS

  • Entire Agreement: This document, including all attached appendices, constitutes the entire agreement between the parties.
  • Amendment: Any modification must be in writing and signed by authorized representatives of both parties.
  • Force Majeure: Neither party shall be liable for delays caused by events beyond their reasonable control.

SIGNATURES

IN WITNESS WHEREOF, the parties hereto have executed this Service Agreement as of the Effective Date.

For Aerogrid Systems Inc.

Name: Dana Wexler Title: VP of Revenue Operations Signature: __ Date: May 14, 2025

For Cresinex Technologies LLC

Name: Elias Tran Title: Director of IT Procurement Signature: __ Date: May 14, 2025

APPENDICES

  • Appendix A: Description of Services
  • Appendix B: Data Processing Addendum
  • Appendix C: Mutual Non-Disclosure Agreement

AUDIT & VALIDATION CHECKPOINTS

Validation Check Status Timestamp
Deal ID Match Passed 2025-05-14T09:12:00Z
Pricing Confirmation Passed 2025-05-14T09:12:03Z
Document Template Conformity Passed 2025-05-14T09:12:08Z
Signature Fields Populated Passed 2025-05-14T09:12:10Z

Related Agents