Create and email official offer letter to customer
Create and email official offer letter to customer
Your onboarding requests lack finalized offer letters, stalling account teams and delaying billing. It creates the PDF, emails the client, and saves a link so teams get it same day.
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Overview
When accepted clients don't receive their engagement letters promptly, onboarding and invoicing stall and account managers scramble for paperwork. This flow produces the final PDF, delivers it to the client, and writes the shareable link back to the record so teams have the document same day.