Create and send agreements when proposals are submitted
Create and send agreements when proposals are submitted
Your Submitted proposals lack signed agreements, delaying installs and revenue recognition. Create and send tailored commercial or residential agreements so signatures arrive same day.
Overview
When proposals flip to a Submitted state, reps need the right agreement in customers' hands immediately to avoid manual follow-ups. This flow generates the correct commercial or residential agreement, populates pricing and contact details, and sends it for signature so you get signed agreements and can schedule installs same day.