Ownership
Name the people responsible.
Separate the requester from the business, budget, and follow-up owners so questions reach the right person.
- Requester and department.
- Business and budget owners.
- Counterparty contact and signers.
Describe how employees request contract drafting or review. Makeform builds a structured intake form for the owner, counterparty, value, dates, review flags, and attachments.
Send requests to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it to the builder. Adapt each example to your intake policy.
Audience
Employees submitting a vendor agreement for review
Format
Review intake with document upload and deadline fields
Prompt size
316 chars
Example form structure
Review intake with document upload and deadline fields
Requester, department, and business owner
Counterparty and business purpose
Value, signature date, and service start
Does the service involve personal data?
Upload the current agreement
Suggested routing tags
Draft new
Review third-party paper
Amend or renew
Ask separately for the signature date and service start; review may need to finish earlier.
Step 1
Request
business case, owner, counterparty, and contract type
Step 2
Triage
value, dates, data, security, and sourcing signals
Step 3
Review
documents and context reach the right team
Step 4
Follow up
one submission anchors questions and status
Why structured intake
A document without an owner, commercial context, deadline, or change summary creates follow-up. Structured intake gathers these facts first.
Required fields capture purpose, parties, value, dates, and requested help.
Separate data, system access, payment, and renewal questions make requests easier to sort.
Notifications can alert the relevant reviewers according to the answers.
Four request paths
Start with identification, then reveal questions that match the request.
Collect the deal structure, parties, scope, price, term, deliverables, and drafting deadline before work begins.
Require the latest file, negotiation history, risk flags, and terms the business has already discussed.
Ask for the signed agreement, repository reference, precise changes, and the operational reason for each change.
Surface expiration, notice windows, owner decisions, performance concerns, and proposed commercial changes early.
Build the intake flow
Prompt with your intake rules, then refine the fields and routing.
List the agreements, required facts, and answers that open follow-up questions.
Use structured categories, dates for deadlines, and numbers for value.
Show only the questions relevant to drafting, review, amendment, or renewal.
Share one intake link and notify reviewers or connected workflows.
Intake options
Keep the document and decision context together while prompting for missing facts.
Field guide
Keep the opening fields easy for every employee, then ask focused commercial and risk questions that help your teams plan the review.
Ownership
Separate the requester from the business, budget, and follow-up owners so questions reach the right person.
Request
Choose drafting, review, amendment, renewal, or termination, then state the business purpose and needed outcome.
Commercial context
Structured commercial fields reveal materiality and dependencies without a long narrative.
Dates
Capture signature, start, expiration, renewal, and notice dates instead of one ambiguous urgency field.
Review signals
Your team decides which answers need additional review; the form asks them consistently.
Documents
Clear upload labels keep the contract, redline, scope, proposal, and approvals with the request.
Related tools
Use focused forms for vendor setup, purchasing, project intake, and contractor requests alongside the contract review front door.
Collect purchase justification, budget, specifications, and approvals before contract intake begins.
Open toolGather vendor identity, payment, tax, contact, and onboarding details in a separate workflow.
Open toolCreate a general employee request front door when several operations teams share the queue.
Open toolCapture project scope, owner, resources, and timing before an initiative needs agreements.
Open toolCollect supplier profile and registration information for procurement records.
Open toolUse a narrower intake path when the request specifically concerns a contractor engagement.
Open toolFAQ
Practical answers for legal operations, procurement, and employees submitting agreements for drafting or review.
It is an internal intake form for asking legal or procurement to draft, review, amend, renew, or help terminate an agreement. It keeps the document and business context in one record.
Collect requester, owner, department, request type, counterparty, purpose, value, signature and start dates, and documents. Add data, system, country, renewal, sourcing, and budget questions that match your process.
Yes. Conditional logic can show deal terms for a new draft, document and negotiation questions for third-party review, or signed-agreement and notice fields for amendments and renewals.
Collect signature, start, expiration, renewal, and notice dates separately. Ask why the date matters; this gives reviewers context without promising a turnaround time.
Yes. Add labeled uploads for the current agreement, redline, proposal, statement of work, pricing, or signed document so reviewers can identify the right version.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and collect contract requests without a response cap. The paid tier removes the Makeform badge.
No. It structures intake. Your organization decides its questions, rules, language, and approvals; appropriate professionals review substantive contract terms and decisions.
Use request type, spend band, category, data access, and security status. Notifications and integrations can send responses to the relevant people or workflow.
Replace the incomplete contract email.