Business owners send agreements after Basic payment clears
Business owners send agreements after Basic payment clears
Business owners miss signed consent when Basic payments don't trigger agreement sends, delaying onboarding. This emails the participation agreement to paying customers automatically, so onboarding can provision accounts.
Overview
Missing signed participation agreements stalls onboarding and leaves accounts unprovisioned. This workflow sends an e-sign agreement as soon as a Basic payment clears, eliminating manual follow-up so onboarding receives signed consent and can provision accounts without delay.
Notable Features
- Send agreement when Basic payment clears
- Attach signed consent to customer record
- Notify onboarding with signed document link