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Create acceptance documents and attach to CRM record

Create acceptance documents and attach to CRM record

Your order and property details arrive without a signed acceptance, delaying inspector scheduling. It generates, stores, and links the acceptance on the CRM record for same-day processing.

Create acceptance documents and attach to CRM record

Overview

Manual document assembly and file-sharing slow down scheduling and billing. This flow turns incoming order payloads into branded acceptance documents, saves them to your drive, and pins a shareable link on the CRM record so coordinators can schedule and bill the same day.

Create acceptance documents and attach to CRM record