Business owner: send customer contracts after CRM updates

Business owners see deals stall when CRM contract fields change but agreements never go out. Generate and send the right customer contract automatically so sales reps get signatures and CRM marks contract-sent.

Overview

Contracts left unsigned stall deals and leave CRM records inaccurate. This workflow creates, populates, and sends the correct contract when a CRM field changes, so sales reps get signatures faster and records reflect contract-sent status. The result is fewer manual handoffs and clearer pipeline accuracy.

Notable Features

Create contract from CRM fields
Email correct contract template automatically
Update CRM record with status