Add signed terms from client emails to CRM
Add signed terms from client emails to CRM
Your client emails contain signed terms that often go unrecorded, delaying project starts and billing. It attaches signed agreements to contacts so coordinators can onboard and bill same day.
Overview
When signed agreements sit in inboxes untracked, project kickoff and billing stall; this flow captures signatures and attaches them to the right client record automatically. That gives your program coordinators immediate contract visibility so onboarding and invoicing can begin the same day.