Trigger form request, and create contract in Copilot upon client activation
Trigger form request, and create contract in Copilot upon client activation
Initiate your client onboarding process by activating Copilot. Request form responses and create contracts upon client activation, ensuring faster onboarding and a smoother experience for your new clients.
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Overview
Initiate your client onboarding process by activating Copilot. Request form responses and create contracts upon client activation, ensuring faster onboarding and a smoother experience for your new clients.