Accelerate contract signoffs for project managers with ready-to-send triggers
Accelerate contract signoffs for project managers with ready-to-send triggers
Project managers marking records as ready to send leave contracts unissued, stalling kickoffs and delaying billing. Generate contracts and request signatures so projects start without manual steps.
Overview
Project managers lose momentum when contracts sit unsigned and projects can't begin. This workflow converts a 'ready to send' update into a populated contract and e-sign request, eliminating manual handoffs so agreements are issued faster and projects can start without delay.
Notable Features
- Create contracts from status changes
- Populate templates with record fields
- Send signature requests to signers