Business owners: deliver client agreements right after payment

Business owners see onboarding stall when paid customers don't receive agreements, causing start delays. Create and send the right contract on payment so operations can start onboarding faster.

Overview

Paid customers delay onboarding when agreements aren't issued after payment, creating administrative bottlenecks and missed starts. This workflow sends the correct contract on payment and alerts operations and sales, so onboarding begins faster and missed follow-ups are avoided.

Notable Features

Generate contracts from payment details
Select templates based on package
Notify operations and sales teams