Create and send client contract from updated contact
Create and send client contract from updated contact
Your contact records with booking details often lack signed agreements, delaying project starts and billing. It creates and sends a contract for signature so you get a signed agreement same day.
Overview
When booking details change on a contact, missing signed contracts stall project starts and cash collection. This flow auto-generates a templated contract and sends it for signature, returning a signed agreement so operations and billing can act the same day.