CN113780995A - Contract flow automation method and system - Google Patents
Contract flow automation method and system Download PDFInfo
- Publication number
- CN113780995A CN113780995A CN202111062876.5A CN202111062876A CN113780995A CN 113780995 A CN113780995 A CN 113780995A CN 202111062876 A CN202111062876 A CN 202111062876A CN 113780995 A CN113780995 A CN 113780995A
- Authority
- CN
- China
- Prior art keywords
- contract
- result
- filling
- instruction
- application form
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
Images
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/103—Workflow collaboration or project management
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/12—Use of codes for handling textual entities
- G06F40/151—Transformation
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
- G06F40/186—Templates
Landscapes
- Engineering & Computer Science (AREA)
- Theoretical Computer Science (AREA)
- Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Strategic Management (AREA)
- Human Resources & Organizations (AREA)
- Physics & Mathematics (AREA)
- General Health & Medical Sciences (AREA)
- Entrepreneurship & Innovation (AREA)
- Health & Medical Sciences (AREA)
- Computational Linguistics (AREA)
- Audiology, Speech & Language Pathology (AREA)
- Artificial Intelligence (AREA)
- General Engineering & Computer Science (AREA)
- Data Mining & Analysis (AREA)
- Economics (AREA)
- Marketing (AREA)
- Operations Research (AREA)
- Quality & Reliability (AREA)
- Tourism & Hospitality (AREA)
- General Business, Economics & Management (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The application discloses a contract process automation method and a system, wherein the method comprises the following steps: creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system. The method solves the technical problem of low working efficiency caused by incapability of realizing automation of the whole process of contract drafting, auditing and signing in the prior art.
Description
Technical Field
The application relates to the field of artificial intelligence, in particular to a contract flow automation method and system.
Background
The contract is an agreement for setting up, changing and terminating civil legal relationships among civil subjects and has legal constraint on the contract signing parties. In actual production and life, most of contract signing methods are that a self party stamps firstly, then a contract document stamped by the self party is mailed to a client party, and after the client party stamps, the original document of the contract document which the self party should carry is mailed back for a company to archive. The paper contract signing mode is used for recovering the mail, so that the working efficiency is low, meanwhile, paper waste is easily caused, and the contract signing cost is improved.
In addition to the paper contract signing mode, contract signing can be performed on line through a contract management system at present. However, the existing contract management system needs a user to manually edit a contract template, and after the contract template is stored as a PDF file, the contract template needs to be uploaded to a CRM system, and meanwhile, a paper contract needs to be printed and mailed. In addition, although the electronic signature system can realize paperless office, users and mechanisms need to be manually created, and information such as contracts and the like is manually uploaded, so that the process is complicated, the operation is complex, and the whole working efficiency cannot be improved by large-area popularization.
In the process of implementing the technical solution in the embodiment of the present application, the inventor of the present application finds that the above-mentioned technology has at least the following technical problems:
the prior art has the technical problem of low working efficiency caused by the fact that the whole process automation of contract drafting, auditing and signing cannot be realized.
Disclosure of Invention
In view of this, the present application provides a method and a system for automating a contract process, where the method includes: creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system. The method solves the technical problem of low working efficiency caused by incapability of realizing automation of the whole process of contract drafting, auditing and signing in the prior art. The technical effects of organically combining a client management system, a contract management system and an office automation system, reducing the complicated operation of a user and realizing the automation of the process from the initiation to the signing of a contract are achieved, so that paperless office work is realized, the cost is saved and the overall working efficiency of an enterprise is improved.
In view of the foregoing problems, embodiments of the present application provide a method and system for automating a contract process.
In a first aspect, the present application provides a contract process automation method implemented by a contract process automation system, wherein the method includes: creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system.
In another aspect, the present application further provides a contract process automation system for executing the contract process automation method according to the first aspect, wherein the system includes: by the first obtaining unit: the first obtaining unit is used for obtaining a first creating instruction and creating a contract template of the html webpage version according to the first creating instruction; a second obtaining unit: the second obtaining unit is used for obtaining a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; a third obtaining unit: the third obtaining unit is configured to obtain a first filling instruction, fill the contract application form into the contract template according to the first filling instruction, and obtain a first filling result; a fourth obtaining unit: the fourth obtaining unit is configured to perform format conversion on the first filling result to obtain a first conversion result; a fifth obtaining unit: the fifth obtaining unit is used for examining and approving the first conversion result to obtain a first examination and approval result; a first transmission unit: the first sending unit is used for sending the first conversion result to an electronic signature system when the first approval result is passed.
In a third aspect, an embodiment of the present application further provides a contract flow automation system, including a memory, a processor, and a computer program stored on the memory and executable on the processor, where the processor implements the steps of the method according to the first aspect when executing the program.
One or more technical solutions provided in the embodiments of the present application have at least the following technical effects or advantages:
1. creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system. The technical effects of organically combining a client management system, a contract management system and an office automation system, reducing the complicated operation of a user and realizing the automation of the process from the initiation to the signing of a contract are achieved, so that paperless office work is realized, the cost is saved and the overall working efficiency of an enterprise is improved.
2. The problem of manual uploading of contract documents is solved by combining the client management system and the contract management system, and corresponding contract documents are automatically generated by adding contract application form information to a contract template.
The foregoing description is only an overview of the technical solutions of the present application, and the present application can be implemented according to the content of the description in order to make the technical means of the present application more clearly understood, and the following detailed description of the present application is given in order to make the above and other objects, features, and advantages of the present application more clearly understandable.
Drawings
In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings needed to be used in the description of the embodiments or the prior art will be briefly described below, it is obvious that the drawings in the following description are only exemplary, and for those skilled in the art, other drawings can be obtained according to the provided drawings without creative efforts.
Fig. 1 is a schematic flow chart of a method for automating a contract process according to an embodiment of the present application;
fig. 2 is a schematic flow chart illustrating obtaining the first approval result in a collaborative process automation method according to an embodiment of the present application;
fig. 3 is a schematic flowchart illustrating uploading of the second conversion result to the OA system in an unified process automation method according to an embodiment of the present application;
fig. 4 is a schematic flow chart illustrating sending the second conversion result to an electronic signature system in an automation method for contract process according to an embodiment of the present application;
fig. 5 is a schematic structural diagram of a unified flow automation system according to an embodiment of the present application;
fig. 6 is a schematic structural diagram of an exemplary electronic device according to an embodiment of the present application.
Description of reference numerals:
a first obtaining unit 11, a second obtaining unit 12, a third obtaining unit 13, a fourth obtaining unit 14, a fifth obtaining unit 15, a first sending unit 16, a bus 300, a receiver 301, a processor 302, a sender 303, a memory 304, a bus interface 305.
Detailed Description
The embodiment of the application provides an automation method and system for contract process, and solves the technical problem that the work efficiency is low because the automation of the whole contract drafting, auditing and signing process cannot be realized in the prior art. The technical effects of organically combining a client management system, a contract management system and an office automation system, reducing the complicated operation of a user and realizing the automation of the process from the initiation to the signing of a contract are achieved, so that paperless office work is realized, the cost is saved and the overall working efficiency of an enterprise is improved.
In the following, the technical solutions in the embodiments of the present application will be clearly and completely described with reference to the accompanying drawings, and it is to be understood that the described embodiments are only a part of the embodiments of the present application, and not all of the embodiments of the present application, and it should be understood that the present application is not limited by the example embodiments described herein. All other embodiments, which can be derived by a person skilled in the art from the embodiments of the present application without making any creative effort, shall fall within the protection scope of the present application. It should be further noted that, for the convenience of description, only some but not all of the elements relevant to the present application are shown in the drawings.
Summary of the application
The contract is an agreement for setting up, changing and terminating civil legal relationships among civil subjects and has legal constraint on the contract signing parties. In actual production and life, most of contract signing methods are that a self party stamps firstly, then a contract document stamped by the self party is mailed to a client party, and after the client party stamps, the original document of the contract document which the self party should carry is mailed back for a company to archive. The paper contract signing mode is used for recovering the mail, so that the working efficiency is low, meanwhile, paper waste is easily caused, and the contract signing cost is improved.
In addition to the paper contract signing mode, contract signing can be performed on line through a contract management system at present. However, the existing contract management system needs a user to manually edit a contract template, and after the contract template is stored as a PDF file, the contract template needs to be uploaded to a CRM system, and meanwhile, a paper contract needs to be printed and mailed. In addition, although the electronic signature system can realize paperless office, users and mechanisms need to be manually created, and information such as contracts and the like is manually uploaded, so that the process is complicated, the operation is complex, and the whole working efficiency cannot be improved by large-area popularization.
The prior art has the technical problem of low working efficiency caused by the fact that the whole process automation of contract drafting, auditing and signing cannot be realized.
In view of the above technical problems, the technical solution provided by the present application has the following general idea:
the application provides a contract process automation method, which is applied to a contract process automation system, wherein the method comprises the following steps: creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system.
Having thus described the general principles of the present application, various non-limiting embodiments thereof will now be described in detail with reference to the accompanying drawings.
Example one
Referring to fig. 1, an embodiment of the present application provides a contract process automation method, which is applied to a contract process automation system, where the method specifically includes the following steps:
step S100: acquiring a first creation instruction, and creating a contract template of the html webpage version according to the first creation instruction;
specifically, the contract process automation method is used for the contract process automation system, and can realize the process automation from the initiation to the signing of the contract. The first creating instruction is used for reminding a user of creating an html webpage version contract template, wherein the html webpage version is a html-format file, the contract template refers to a template for signing a contract when the user or a company represented by the user establishes cooperation with other parties, and the contract template comprises cooperation clause provisions, cooperation project conditions, rights and obligations of parties A and B, breach of responsibility, dispute handling and the like. The contract templates include purchase templates, sales templates, and the like, by contract category. The html webpage version contract template is manually created by the user, so that the technical effect of laying a foundation for automatically generating the contract file in the follow-up process is achieved.
Step S200: acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system;
specifically, the user manually applies for the generation of a document sheet of the contract, namely the contract application sheet, in the CRM system. The contract application form is manually filled by a user and generated in a CRM system, and the contract application form comprises client information and related cooperation item information for establishing cooperation. The CRM system is a customer management system and is used for intelligently managing customer information. The user fills in a contract application which is cooperated with a certain client in the CRM system, and the technical effect of quickly and efficiently establishing the cooperative application is achieved.
Step S300: acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result;
specifically, the first filling instruction is used for filling a contract request form manually created by a user in a CRM system into a created corresponding html webpage version contract template, that is, client information and related cooperation item information to be cooperated are automatically filled into the corresponding html webpage version contract template, and a complete html webpage version contract file obtained after the system is automatically filled is the first filling result. The system automatically fills the cooperative content into the html webpage version contract template, so that the technical effect of automatically creating the html webpage version contract file is achieved.
Step S400: carrying out format conversion on the first filling result to obtain a first conversion result;
specifically, the first filling result refers to a contract file of the html webpage version automatically created by the system, and the format of the contract file of the html webpage version is converted to obtain a contract file of the PDF version, which is the first conversion result. By converting the contract file of the html webpage version automatically created by the system into the contract file of the PDF version, the normalization of the format of the contract file is realized, and the subsequent printing and archiving of the contract file are facilitated.
Step S500: examining and approving the first conversion result to obtain a first examination and approval result;
specifically, the first conversion result, that is, the contract file of the PDF version, is subjected to review and endorsement, and a corresponding approval result, that is, the first approval result, is obtained after review by a relevant person in charge. The examination and approval of the contract document is completed by examining and approving the first conversion result, so that the contract examination and approval with convenient operation is realized, the labor and time cost of the contract examination and approval is saved, and the efficiency of the contract examination and approval is improved.
Step S600: and when the first approval result is passed, sending the first conversion result to an electronic signature system.
Specifically, when the first conversion result obtained after the related responsible person approves the first conversion result is that the audit is passed, the corresponding first conversion result is sent to the electronic signature system. The electronic signing system is a third-party online signing contract system, both signing parties need to complete real-name authentication online before signing a contract, and the signed electronic contract has the same legal effectiveness as a paper seal contract. By signing the electronic contract online in the electronic signature system, the technical effect of signing the contract online is realized, the complicated processing flow of the paper contract is avoided, the efficiency of signing the contract is improved, the time and the energy of both sides of signing the contract are further saved, and the overall working efficiency of both sides of signing the contract is improved.
Further, step S400 in the embodiment of the present application further includes:
step S410: and performing PDF format conversion on the first filling result through an xhtml2PDF framework to obtain the first conversion result.
Specifically, the contract process automation system automatically fills the contract request form content filled by the user into the contract template of the corresponding html webpage version to obtain the contract document of the corresponding html webpage version, and the conversion of the contract document from the html webpage version to the PDF version is realized by utilizing an xhtml2PDF framework. The xml 2PDF framework can conveniently convert html webpage format files into PDF format files. The technical effect of quickly converting the format of the contract file is achieved.
Further, as shown in fig. 2, step S500 in the embodiment of the present application further includes:
step S510: obtaining a first uploading instruction, and uploading the first conversion result to an OA system according to the first uploading instruction;
step S520: obtaining the first approval result through the OA system.
Specifically, the first uploading instruction is used for the system to automatically upload the converted PDF version contract file to the OA system. The OA system is a widely used office automation system, and is a novel office mode formed by applying modern technologies such as computers and communications to a traditional office mode. The OA system utilizes modern equipment and informatization technology to replace part of traditional manual or repeated business activities of office staff, processes office affairs and business information with high quality and high efficiency, realizes high-efficiency utilization of information resources, further achieves the purposes of improving productivity and assisting decision, and improves working efficiency and quality and working environment to the maximum extent. Through the OA system, the related responsible person can receive the message of examining and approving the contract document, and then carry out on-line examination and approval on the contract document of the PDF version, and after the examination and approval are finished, the first examination and approval result is obtained. By means of the OA system, online examination and approval of the contract documents of the PDF version are achieved, the efficiency of contract examination and approval is improved, meanwhile, the OA system can automatically manage the examination and approval documents, work of relevant personnel is reduced, and therefore work quality and work efficiency are improved.
Further, as shown in fig. 3, step S500 in the embodiment of the present application further includes:
step S530: when the first approval result is passed, judging whether the user applies for re-editing the contract or not;
step S540: when the user applies for the re-editing contract, obtaining a re-editing contract application form of the user;
step S550: according to the re-editing contract application form, content modification is carried out on the first conversion result through a PyPDF2 framework, and a second conversion result is obtained;
step S560: uploading the second conversion result to the OA system.
Specifically, the first approval result is an approval result of the relevant responsible person approving the first conversion result in the OA system, and when the first approval result is failed, the contract process automation system automatically determines whether the user has re-edited the contract application form. And if the user re-edits the corresponding contract application form, the contract process automation system automatically acquires the re-edited contract application form of the user.
And after the re-edited contract request form is obtained, editing the PDF version contract file through a PyPDF2 framework, namely editing the first conversion result, and modifying the content of the PDF version contract file, wherein the modified PDF version contract file is the second conversion result. Further, the second conversion result is uploaded to the OA system. Through a PyPDF2 framework, the modification of the established PDF version contract file is realized, a user only needs to modify a contract application form, after the user modifies the contract application form, the contract process automation system automatically modifies the corresponding PDF version contract file based on the contract application form modified by the user, the automatic modification and editing of the contract file are realized, and the technical effect of improving the working efficiency is achieved.
Further, as shown in fig. 4, step S560 in this embodiment of the present application further includes:
step S561: examining and approving the second conversion result through the OA system to obtain a second examination and approval result;
step S562: and when the second approval result is passed, sending the second conversion result to an electronic signature system.
Specifically, the OA system approves the modified PDF version contract file, i.e., the second conversion result, and the result approved by the relevant responsible person is the second approval result. Further, when the second approval result is passed, the modified PDF version contract file, that is, the second conversion result is automatically sent to the electronic signature system, and both parties of the contract can sign corresponding contracts on line. The automatic contract signing process is realized, and the technical effect of improving the overall working efficiency is achieved.
Further, step S530 in this embodiment of the present application further includes:
step S531: when the user does not apply for re-editing the contract, the user is considered to give up the application and obtain a first end instruction;
step S532: and ending the flow according to the first ending instruction.
Specifically, when the first approval result is that the user does not pass the contract process automation system, and the contract process automation system determines that the user does not modify and edit the corresponding contract application form, the user is considered to give up the contract application, and at this time, the contract process automation system sends an ending instruction for ending the process. The instruction is the first end instruction, and further, according to the first end instruction, the contract process automation system automatically ends the contract process. The technical effect of automatically ending the contract process is achieved.
To sum up, the automation method for the contract process provided by the embodiment of the application has the following technical effects:
1. creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system. The technical effects of organically combining a client management system, a contract management system and an office automation system, reducing the complicated operation of a user and realizing the automation of the process from the initiation to the signing of a contract are achieved, so that paperless office work is realized, the cost is saved and the overall working efficiency of an enterprise is improved.
2. The problem of manual uploading of contract documents is solved by combining the client management system and the contract management system, and corresponding contract documents are automatically generated by adding contract application form information to a contract template.
Example two
Based on the same inventive concept as the contract process automation method in the foregoing embodiment, the present invention further provides a contract process automation system, please refer to fig. 5, where the system includes:
the first obtaining unit 11: the first obtaining unit 11 is configured to obtain a first creation instruction, and create a contract template of an html webpage version according to the first creation instruction;
the second obtaining unit 12: the second obtaining unit 12 is configured to obtain a contract application form through the CRM system, where the contract application form is a contract application form filled by a user through the CRM system;
the third obtaining unit 13: the third obtaining unit 13 is configured to obtain a first filling instruction, fill the contract application form into the contract template according to the first filling instruction, and obtain a first filling result;
the fourth obtaining unit 14: the fourth obtaining unit 14 is configured to perform format conversion on the first padding result to obtain a first conversion result;
the fifth obtaining unit 15: the fifth obtaining unit 15 is configured to examine and approve the first conversion result, so as to obtain a first examination and approval result;
the first transmission unit 16: the first sending unit 16 is configured to send the first conversion result to the electronic signature system when the first approval result is passed.
Further, the system further comprises:
a sixth obtaining unit, configured to perform PDF format conversion on the first filling result through an xhtml2PDF framework to obtain the first conversion result.
Further, the system further comprises:
a seventh obtaining unit, configured to obtain a first upload instruction, and upload the first conversion result to the OA system according to the first upload instruction;
an eighth obtaining unit to obtain the first approval result through the OA system.
Further, the system further comprises:
the first judging unit is used for judging whether the user applies for re-editing the contract or not when the first approval result is passed;
a ninth obtaining unit, configured to obtain a reediting contract application form of the user when the user applies for a reediting contract;
a tenth obtaining unit, configured to perform content modification on the first conversion result through a PyPDF2 framework according to the reediting contract application form, to obtain a second conversion result;
a first upload unit to upload the second conversion result to the OA system.
Further, the system further comprises:
an eleventh obtaining unit, configured to examine and approve the second conversion result through the OA system to obtain a second examination and approval result;
and the second sending unit is used for sending the second conversion result to the electronic signature system when the second approval result is passed.
Further, the system further comprises:
a twelfth obtaining unit, configured to, when the user does not apply for a re-editing contract, regard the user as a waiver for the application, and obtain a first end instruction;
a first execution unit, configured to end the flow according to the first end instruction.
In the present specification, the embodiments are described in a progressive manner, each embodiment focuses on differences from other embodiments, the contract process automation method and the specific example in the first embodiment of fig. 1 are also applicable to a contract process automation system of the present embodiment, and a person skilled in the art can clearly know a contract process automation system in the present embodiment through the foregoing detailed description of the contract process automation method, so for the brevity of the description, detailed descriptions are omitted here. The device disclosed by the embodiment corresponds to the method disclosed by the embodiment, so that the description is simple, and the relevant points can be referred to the method part for description.
The previous description of the disclosed embodiments is provided to enable any person skilled in the art to make or use the present application. Various modifications to these embodiments will be readily apparent to those skilled in the art, and the generic principles defined herein may be applied to other embodiments without departing from the spirit or scope of the application. Thus, the present application is not intended to be limited to the embodiments shown herein but is to be accorded the widest scope consistent with the principles and novel features disclosed herein.
Exemplary electronic device
The electronic apparatus of the embodiment of the present application is described below with reference to fig. 6.
Fig. 6 illustrates a schematic structural diagram of an electronic device according to an embodiment of the present application.
Based on the inventive concept of a contract process automation method as in the previous embodiment, the invention further provides a contract process automation system, on which a computer program is stored, which program, when executed by a processor, performs the steps of any one of the above-described contract process automation methods.
Where in fig. 6 a bus architecture (represented by bus 300), bus 300 may include any number of interconnected buses and bridges, bus 300 linking together various circuits including one or more processors, represented by processor 302, and memory, represented by memory 304. The bus 300 may also link together various other circuits such as peripherals, voltage regulators, power management circuits, and the like, which are well known in the art, and therefore, will not be described any further herein. A bus interface 305 provides an interface between the bus 300 and the receiver 301 and transmitter 303. The receiver 301 and the transmitter 303 may be the same element, i.e., a transceiver, providing a means for communicating with various other apparatus over a transmission medium.
The processor 302 is responsible for managing the bus 300 and general processing, and the memory 304 may be used for storing data used by the processor 302 in performing operations.
The application provides a contract process automation method, which is applied to a contract process automation system, wherein the method comprises the following steps: creating a contract template of the html webpage version according to a first creation instruction by obtaining the first creation instruction; acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system; acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result; carrying out format conversion on the first filling result to obtain a first conversion result; examining and approving the first conversion result to obtain a first examination and approval result; and when the first approval result is passed, sending the first conversion result to an electronic signature system. The method solves the technical problem of low working efficiency caused by incapability of realizing automation of the whole process of contract drafting, auditing and signing in the prior art. The technical effects of organically combining a client management system, a contract management system and an office automation system, reducing the complicated operation of a user and realizing the automation of the process from the initiation to the signing of a contract are achieved, so that paperless office work is realized, the cost is saved and the overall working efficiency of an enterprise is improved.
As will be appreciated by one skilled in the art, embodiments of the present application may be provided as a method, apparatus, or computer program product. Accordingly, the present application may take the form of an entirely software embodiment, an entirely hardware embodiment, or an embodiment combining software and hardware aspects. Furthermore, the present application is in the form of a computer program product that may be embodied on one or more computer-usable storage media having computer-usable program code embodied therewith. And such computer-usable storage media include, but are not limited to: various media capable of storing program codes, such as a usb disk, a removable hard disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a magnetic disk Memory, a Compact Disc Read-Only Memory (CD-ROM), and an optical Memory.
The present invention is described with reference to flowchart illustrations and/or block diagrams of methods, apparatus (systems) and computer program products according to embodiments of the invention. It will be understood that each flow and/or block of the flow diagrams and/or block diagrams, and combinations of flows and/or blocks in the flow diagrams and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, create a system for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the instructions stored in the computer-readable memory produce an article of manufacture including an instruction system which implement the function specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be loaded onto a computer or other programmable data processing apparatus to cause a series of operational steps to be performed on the computer or other programmable apparatus to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide steps for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks. While preferred embodiments of the present invention have been described, additional variations and modifications in those embodiments may occur to those skilled in the art once they learn of the basic inventive concepts. Therefore, it is intended that the appended claims be interpreted as including preferred embodiments and all such alterations and modifications as fall within the scope of the invention.
It will be apparent to those skilled in the art that various changes and modifications may be made in the present invention without departing from the spirit and scope of the invention. Thus, if such modifications and variations of the present invention fall within the scope of the claims of the present invention and their equivalents, the present invention is also intended to include such modifications and variations.
Claims (8)
1. A contract process automation method applied to a contract process automation system, wherein the method comprises:
acquiring a first creation instruction, and creating a contract template of the html webpage version according to the first creation instruction;
acquiring a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system;
acquiring a first filling instruction, filling the contract application form into the contract template according to the first filling instruction, and acquiring a first filling result;
carrying out format conversion on the first filling result to obtain a first conversion result;
examining and approving the first conversion result to obtain a first examination and approval result;
and when the first approval result is passed, sending the first conversion result to an electronic signature system.
2. The method of claim 1, wherein the method further comprises:
and performing PDF format conversion on the first filling result through an xhtml2PDF framework to obtain the first conversion result.
3. The method of claim 1, wherein the method further comprises:
obtaining a first uploading instruction, and uploading the first conversion result to an OA system according to the first uploading instruction;
obtaining the first approval result through the OA system.
4. The method of claim 3, wherein the method further comprises:
when the first approval result is passed, judging whether the user applies for re-editing the contract or not;
when the user applies for the re-editing contract, obtaining a re-editing contract application form of the user;
according to the re-editing contract application form, content modification is carried out on the first conversion result through a PyPDF2 framework, and a second conversion result is obtained;
uploading the second conversion result to the OA system.
5. The method of claim 4, wherein the method further comprises:
examining and approving the second conversion result through the OA system to obtain a second examination and approval result;
and when the second approval result is passed, sending the second conversion result to an electronic signature system.
6. The method of claim 4, wherein the method further comprises:
when the user does not apply for re-editing the contract, the user is considered to give up the application and obtain a first end instruction;
and ending the flow according to the first ending instruction.
7. A contract process automation system, wherein the system comprises:
a first obtaining unit: the first obtaining unit is used for obtaining a first creating instruction and creating a contract template of the html webpage version according to the first creating instruction;
a second obtaining unit: the second obtaining unit is used for obtaining a contract application form through a CRM system, wherein the contract application form is a contract application form filled in by a user through the CRM system;
a third obtaining unit: the third obtaining unit is configured to obtain a first filling instruction, fill the contract application form into the contract template according to the first filling instruction, and obtain a first filling result;
a fourth obtaining unit: the fourth obtaining unit is configured to perform format conversion on the first filling result to obtain a first conversion result;
a fifth obtaining unit: the fifth obtaining unit is used for examining and approving the first conversion result to obtain a first examination and approval result;
a first transmission unit: the first sending unit is used for sending the first conversion result to an electronic signature system when the first approval result is passed.
8. An automated contract process system comprising a memory, a processor and a computer program stored on the memory and executable on the processor, wherein the processor when executing the program implements the steps of the method of any one of claims 1 to 6.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202111062876.5A CN113780995A (en) | 2021-09-10 | 2021-09-10 | Contract flow automation method and system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202111062876.5A CN113780995A (en) | 2021-09-10 | 2021-09-10 | Contract flow automation method and system |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN113780995A true CN113780995A (en) | 2021-12-10 |
Family
ID=78842583
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202111062876.5A Pending CN113780995A (en) | 2021-09-10 | 2021-09-10 | Contract flow automation method and system |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN113780995A (en) |
Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN114580369A (en) * | 2022-05-05 | 2022-06-03 | 杭州天谷信息科技有限公司 | Signing method and system based on contract template |
Citations (3)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN105787741A (en) * | 2016-02-17 | 2016-07-20 | 林慕新 | Electronic contract signing system based on mobile phone client, and application method thereof |
| CN111523861A (en) * | 2020-04-24 | 2020-08-11 | 北京思特奇信息技术股份有限公司 | Online signing process of electronic contract |
| CN111859889A (en) * | 2020-07-23 | 2020-10-30 | 山东浪潮商用系统有限公司 | Guarantee industry contract signing system and method based on electronic signature |
-
2021
- 2021-09-10 CN CN202111062876.5A patent/CN113780995A/en active Pending
Patent Citations (3)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN105787741A (en) * | 2016-02-17 | 2016-07-20 | 林慕新 | Electronic contract signing system based on mobile phone client, and application method thereof |
| CN111523861A (en) * | 2020-04-24 | 2020-08-11 | 北京思特奇信息技术股份有限公司 | Online signing process of electronic contract |
| CN111859889A (en) * | 2020-07-23 | 2020-10-30 | 山东浪潮商用系统有限公司 | Guarantee industry contract signing system and method based on electronic signature |
Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN114580369A (en) * | 2022-05-05 | 2022-06-03 | 杭州天谷信息科技有限公司 | Signing method and system based on contract template |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| Alshurafat | The usefulness and challenges of chatbots for accounting professionals: Application on ChatGPT | |
| JP5899207B2 (en) | System and method for distributed electronic signature documents including version control | |
| EP3343477A1 (en) | Remote accounting processing method and system | |
| US20150286636A1 (en) | Document processing system and method | |
| US11087219B1 (en) | System and method for automated document generation | |
| WO2013170268A2 (en) | System and method for dynamic transaction management and collaborative authoring of a negotiable document | |
| Ashworth et al. | The role of FM in preparing a BIM strategy and employer’s information requirements (EIR) to align with client asset management strategy | |
| KR102040772B1 (en) | Data management method for consulting project relation to registering items on public procurement service | |
| US20210264535A1 (en) | Comparison tool system and method | |
| CN113780995A (en) | Contract flow automation method and system | |
| US8874476B1 (en) | Automated federal court filing system | |
| US20200117644A1 (en) | Placeholder case nodes and child case nodes in a case model | |
| CN111145054A (en) | Signing method, device and storage medium for electronic contracts of same type | |
| US11055666B2 (en) | Systems and methods for automation of corporate workflow processes via machine learning techniques | |
| US20110119195A1 (en) | Defining infrastructure design in a technical project management system | |
| CN113298484A (en) | Order information customs declaration method and device and electronic equipment | |
| KR20070067020A (en) | Company documrnts auto writting system | |
| TWI402761B (en) | Mobile signing method for electronic corporate forms | |
| Logan et al. | Documents are an essential part of model based systems engineering | |
| CN112949273B (en) | Electronic contract signing method, device, electronic equipment and computer readable medium | |
| US10699329B2 (en) | Systems and methods for document to order conversion | |
| CN110427602A (en) | A method of quick, safe creation and transmission electronic contract based on template | |
| CN114048514B (en) | Electronic signing workflow engine generation method and update package embedding method | |
| CN111882419B (en) | Method and device for quality inspection of files and server | |
| CN114356285A (en) | Paperless design system and design method thereof |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination | ||
| CB02 | Change of applicant information |
Address after: 100000 floors 1-3, block a, global creative Plaza, No. 10, Furong street, Chaoyang District, Beijing Applicant after: Bairong Zhixin (Beijing) Technology Co.,Ltd. Address before: 100000 floors 1-3, block a, global creative Plaza, No. 10, Furong street, Chaoyang District, Beijing Applicant before: Bairong Zhixin (Beijing) credit investigation Co.,Ltd. |
|
| CB02 | Change of applicant information |