Send template SignRequests in SignRequest whenever new clients are added in WeStrive
When a new client is added on WeStrive, ensure a seamless onboarding process by instantly sending a SignRequest from a pre-set template. This workflow improves efficiency by eliminating redundancy and manual data input in document preparation. It contributes to a prompt, professional response, fostering better relationships with your newly added clients.
When a new client is added on WeStrive, ensure a seamless onboarding process by instantly sending a SignRequest from a pre-set template. This workflow improves efficiency by eliminating redundancy and manual data input in document preparation. It contributes to a prompt, professional response, fostering better relationships with your newly added clients.
- When this happens...Client Added
Triggers when a new client is added to WeStrive.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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