[Epic] CRM Phase 2 - Sponsor Contract Signing & Automation

[Starefossen]

Overview

Build end-to-end sponsor contract workflow with Posten.no digital signatures, tier-based contract templates, and automated pipeline follow-ups. Drastically reduces manual work for sponsor contracts.

References: #199, #260

Sub-Issues

• Schema Extensions for Contract Signing #300 Schema Extensions for Contract Signing
• Contract Template System #301 Contract Template System
• Sponsor Email Templates #302 Sponsor Email Templates
• Posten.no E-Signature Integration #303 Posten.no E-Signature Integration
• Admin UI - Send Contract Flow #304 Admin UI - Send Contract Flow
• Automated Contract Reminders #305 Automated Contract Reminders
• Sponsor Self-Service Onboarding Portal #306 Sponsor Self-Service Onboarding Portal

Dependency Graph

#300 (Schema) ─────────────────┬──▶ #303 (Posten.no) ──▶ #304 (Admin UI)
                               │
#301 (Templates) ──────────────┤
                               │
#302 (Email Templates) ────────┼──▶ #305 (Automation)
                               │
                               └──▶ #306 (Onboarding Portal)

Recommended Implementation Order

1. Schema Extensions for Contract Signing #300 (Schema) → Start immediately
2. Contract Template System #301 (Templates) & Sponsor Email Templates #302 (Emails) → In parallel, no dependencies
3. Posten.no E-Signature Integration #303 (Posten.no) → After Schema Extensions for Contract Signing #300 & Contract Template System #301
4. Admin UI - Send Contract Flow #304 (Admin UI) & Automated Contract Reminders #305 (Automation) → In parallel after Posten.no E-Signature Integration #303 / Sponsor Email Templates #302
5. Sponsor Self-Service Onboarding Portal #306 (Onboarding) → After Sponsor Email Templates #302

Key Outcomes

• 1-click contract sending from CRM interface
• BankID e-signatures via Posten.no integration
• Automated reminders for unsigned contracts
• Self-service onboarding for sponsors (logo, billing)
• Full activity tracking throughout contract lifecycle

Verification

• Full flow test: Prospect → Closed-Won → Send Contract → Sponsor Signs → Onboarding Complete
• Verify 0 manual steps required after initial "Send Contract" click
• Signed PDFs stored and accessible in CRM