Contract management made easy with Moxo’s template library and KPI toolkit
At a glance
The Moxo Contract Templates Library offers ready-to-import workflows for NDAs, MSAs/SOWs, vendor agreements, sales contracts, and renewals.
Teams can launch standardized approval workflows in minutes instead of building them from scratch.
Each template links with the Moxo KPI Workbook, providing real-time visibility into cycle times, touchpoints, and renewal rates.
Together, they help organizations streamline contracting, standardize processes, and measure ROI with precision.
Problem framing: Why contracts stall business growth
Contract approvals remain one of the most common bottlenecks in business operations. Legal teams spend hours on repetitive reviews. Sales cycles slow down as contracts wait in inboxes. Procurement struggles with vendor onboarding. And executives are left without visibility into performance.
The risks are real:
- Revenue delays when contracts stall.
- Compliance exposure when audit logs are incomplete.
- Frustrated clients and vendors when approval timelines lack transparency.
A G2 review highlights this pain: “Before Moxo, approvals were scattered across spreadsheets and email. Now everything is structured, logged, and we can show proof to clients and auditors.”
Why it matters now
Business leaders are under pressure to move faster while proving compliance. Regulatory agencies expect tamper-proof audit trails. Clients expect transparency. And competitors are closing deals faster by modernizing their contract processes. Workflow automation can reduce approval cycle times by up to 60%. Organizations that continue to rely on manual processes risk losing deals, regulatory penalties, and declining client trust.
Solution criteria: What to look for in contract automation
When evaluating solutions, decision-makers should insist on:
Pre-built workflows
Libraries that shorten time-to-value. Building from scratch takes too long; pre-configured flows let teams launch quickly.
Compliance-ready audit trails
Every action must be logged in audit-ready trails to satisfy regulators.
Measurable KPIs
Cycle time, touches per contract, and renewal rates are the benchmarks executives demand to prove ROI.
Integrations
Contracts don’t live in isolation. Look for connectivity with CRM platforms, e-signature tools, and DMS.
Ease of adoption
Business users—not IT—should own workflows. Moxo Flow Builder enables no-code customization.
What’s in the library
The Moxo contract templates library includes workflows for:
NDAs: Standardized with file requests, clause checks by AI Review Agent, and eSignatures.
MSAs/SOWs: Multi-party approvals with threshold-based routing.
Vendor contracts: Integrated into the Moxo vendor portal for seamless supplier onboarding.
Sales contracts: Triggered from CRMs like Salesforce or HubSpot and synced back automatically.
Renewals: Automated reminders to prevent missed expirations and increase retention.
A G2 reviewer noted: “Moxo’s templates helped us go live in days, not months. We didn’t need IT for setup.”
How to import into Moxo
Importing is straightforward:
- Log into the Moxo product portal.
- Open Flow Builder and select “Import template.”
- Assign stakeholders like legal, finance, or sales.
- Configure conditional rules (e.g., deals over $250K escalate to CFO).
- Launch the workflow.
An anonymized consulting firm reported: after importing NDA and MSA templates, contract cycle times dropped by 50% in one quarter, accelerating sales and reducing legal bottlenecks.
KPI workbook overview
Automation without measurement is incomplete. The Moxo KPI workbook provides the framework to prove ROI from day one.
It integrates with Moxo reporting dashboards, giving teams pre-defined KPI definitions, data mapping instructions, and sample executive dashboards. Legal ops and sales leaders can track performance without waiting for IT or analysts to build custom reports.
Reporting presets: cycle time, touches, and renewal rate
Cycle time
Measures the days from draft submission to signature. A professional services firm using Moxo workflows reduced average cycle time from 18 days to 7.
Touches per contract
Tracks how many approvals or steps are required. A healthcare provider cited in Moxo customer stories reduced touches by 35% through automated routing.
Renewal rate
Captures the percentage of contracts renewed at term. A SaaS company using Moxo renewal templates improved retention by 12% in one year.
Start with these 3 flows today
NDA approvals
High-volume, low-complexity contracts that benefit most from standardization. Moxo templates automate file collection, legal checks, and client eSignature in one flow.
Vendor onboarding contracts
Compliance-heavy agreements where vendors use the Moxo vendor portal to submit documents. Magic Links eliminate login friction, while approvals are captured in audit logs.
Sales contracts from CRM
By integrating Moxo with Salesforce or HubSpot, sales contracts are triggered directly from pipeline stages. Completed contracts sync back automatically, keeping systems aligned.
How Moxo delivers vs alternatives
Evidence: Case studies and G2 reviews
- Financial services firm: Cut approval times by 60% and halve compliance preparation after adopting Moxo templates and KPI reporting.
- Real estate firm: Using the Moxo client portal, they improved client satisfaction by 20% due to faster, more transparent approvals.
- G2 review: “With Moxo, we not only automated contracts but finally had the data to prove improvements to leadership.”
Even without formal ROI modeling, benefits are clear:
- 40–60% faster approvals.
- 75% greater client capacity.
- 95% fewer emails.
Organizations can estimate impact directly with the Moxo ROI calculator.
How Moxo helps
Templates and KPIs are the backbone of scalable contract management. Moxo’s ecosystem of workflow templates and performance dashboards helps organizations standardize processes while tracking measurable outcomes.
Start fast with proven templates
Teams can access prebuilt workflows for approvals, onboarding, renewals, and compliance reviews. Each template can be customized to align with organizational requirements, reducing setup time and standardizing execution.
Capture and monitor KPIs
Through real-time dashboards, teams can measure KPIs like approval cycle time, renewal success rate, contract value leakage, and compliance completion percentage—all updated live.
Maintain centralized document control
Supporting materials, signed contracts, and amendments are stored through document management workflows, ensuring version consistency and traceability.
Keep everything secure and compliant
All templates and reporting data are protected under Moxo’s security framework, which includes SOC 2, GDPR, and audit trails for governance confidence.
With Moxo, teams gain ready-to-use templates and KPI tracking tools that make contract management measurable, repeatable, and easy to optimize across the entire organization.
Bringing it all together
The combination of templates and KPIs bridges the gap between execution and measurement. By adopting Moxo, organizations move faster, stay compliant, and prove ROI to leadership. In industries where contracts drive revenue and risk, Moxo provides both the workflows to deliver and the data to justify investment.
Book a demo to explore the Moxo Contract Templates Library and KPI workbook. See how standardization and measurement can transform your contracting operations.
FAQs
What does the Moxo contract templates library include?
It includes workflows for NDAs, MSAs/SOWs, vendor contracts, sales agreements, and renewals. Each is pre-configured with approvals, automations, and audit trails.
How quickly can we get started?
Templates can be imported in Moxo Flow Builder within minutes and customized without IT support.
How does the KPI workbook prove ROI?
The workbook integrates with Moxo reporting dashboards, letting you track cycle time, touches, and renewal rates without manual setup.
What security protections apply?
Moxo is SOC 2 certified and GDPR compliant, with encryption, role-based access, and MFA/SSO. Learn more at Moxo security.
How is pricing structured?
See Moxo pricing. Pricing reflects business-user ownership without heavy IT involvement.
