Create and populate service contract when deal updates
Create and populate service contract when deal updates
Your course contracts remain unprepared after a billing flag change, delaying invoicing and attendee onboarding. Create populated contracts automatically so teams can invoice and onboard same day.
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Overview
Contracts often stall when billing flags change and manual prep is required, holding up invoicing and onboarding. This flow creates a populated contract from the deal and attaches it immediately, cutting manual work and enabling same-day invoicing and onboarding.