Business owners: send correct onboarding agreements by plan
Business owners: send correct onboarding agreements by plan
Business owners onboarding students misroute contracts, leaving agreements unsigned. Templates pick the correct agreement and send signature requests so contracts execute and services begin.
Overview
Unsigned onboarding agreements stall service delivery and frustrate business owners. This workflow routes the right contract and signature request based on payment selection, eliminating misrouted agreements and keeping start dates on track. Customers report faster handoffs and fewer missed signings.
Notable Features
- Send contract per payment plan
- Send signature requests by plan
- Update student record and notify ops