Business owners ensure signed agreements reach customers post-payment
Business owners ensure signed agreements reach customers post-payment
Business owners lose onboarding momentum when paid buyers miss the participation agreement. Sending the agreement at payment removes manual steps so operations can create member accounts promptly.
Overview
Paid customers who don't get their participation agreement create onboarding friction and delayed member account creation. This workflow delivers the agreement at payment and routes the signed copy into your member record, eliminating manual handoffs and preventing missed follow-ups so operations can complete onboarding promptly.
Notable Features
- Send agreement immediately after payment
- Attach signed copy to customer record
- Notify operations to create account