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Create and send client agreement when deals are won

Create and send client agreement when deals are won

Your won deals lack a sent agreement link, delaying invoicing and handoffs. Sales ops and billing get agreements sent and logged automatically, ready same day.

Create and send client agreement when deals are won

Overview

Manual contract creation after a closed deal creates billing lag and wasted time for sales ops and finance. This flow generates the right agreement, sends it to the client, and logs the link back to the deal and tracker so signed documents are available same day.

Create and send client agreement when deals are won