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Create and email client contract when deal advances

Create and email client contract when deal advances

Your deals move to a contract stage without a signed PDF, leaving billing and onboarding stalled. Create the contract PDF and email it so coordinators can start onboarding same day.

Create and email client contract when deal advances

Overview

When a deal reaches the contract phase, this flow generates the signed contract PDF and delivers it to the client automatically, so billing and onboarding stop waiting on manual document prep. That means coordinators receive the contract and can begin scheduling and billing the same day.

Create and email client contract when deal advances