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Create and send client agreements from web submissions

Create and send client agreements from web submissions

Your intake submissions trigger manual contract prep, causing pricing or signer info to be inconsistent and delaying project starts. You get tailored agreements ready same day.

Create and send client agreements from web submissions

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Overview

Stop losing time to manual contract assembly and reduce errors from messy intake data; this flow converts inbound proposal submissions into formatted, template-based agreements and handles language and cosigner paths automatically. Your account managers will receive signed-ready contracts the same day, accelerating campaign kickoff and improving client handoffs.

Create and send client agreements from web submissions