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Create and send client agreements from updated records

Create and send client agreements from updated records

When agreement requests sit as updated deal records, ops and billing can't start invoicing or campaign setup. You get populated agreements sent on update so contracts sign same day.

Create and send client agreements from updated records

Overview

Manual agreement assembly delays invoices and campaign starts. This flow creates populated agreements from updated deal records and sends them to clients within minutes, so billing and campaign teams can act the same day.

Create and send client agreements from updated records