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Create and link client contract to deal record

Create and link client contract to deal record

You get deal webhooks without a signed contract, leaving reps unable to share formal proposals and approvals are delayed. Create and publish a tailored contract link so your CRM team can send it the same day.

Create and link client contract to deal record

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Overview

Stop reps waiting for manual contracts and losing momentum with prospects. This flow auto-generates a tailored contract, publishes a shareable link, and pins it to the deal so reps can send proposals the same day.

Create and link client contract to deal record