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Templates
Create and attach partner contract to partner record

Create and attach partner contract to partner record

Partner contract rows need manual document prep, delaying onboarding and invoice readiness. This creates and attaches dated contracts automatically so coordinators can onboard partners same day.

Create and attach partner contract to partner record

Overview

Manual contract assembly slows partner onboarding and stretches invoice cycles. This flow generates templated contracts, attaches any uploaded files, and records the document back to the partner row automatically, enabling same-day onboarding and billing readiness.

Create and attach partner contract to partner record