Create signature requests in Signaturit for new leads in Copper
Effortlessly speed up your contract process with this Copper and Signaturit workflow. When a new lead is registered in Copper, this automation generates a signature request from a template in Signaturit, ensuring your important documents are quickly sent for signatures. Streamline your sales process by optimizing the management of agreements and proposals.
Effortlessly speed up your contract process with this Copper and Signaturit workflow. When a new lead is registered in Copper, this automation generates a signature request from a template in Signaturit, ensuring your important documents are quickly sent for signatures. Streamline your sales process by optimizing the management of agreements and proposals.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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