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Create and send contract in Copilot when client custom fields update

Create and send contract in Copilot when client custom fields update

Create contracts in Copilot when client custom fields update to indicate a pending management contract. This ensures timely contract generation and keeps client records current, enhancing your onboarding process.

Create and send contract in Copilot when client custom fields update

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Overview

Create contracts in Copilot when client custom fields update to indicate a pending management contract. This ensures timely contract generation and keeps client records current, enhancing your onboarding process.

Create and send contract in Copilot when client custom fields update