Create and send client contract with SMS link
Create and send client contract with SMS link
Your contract rows in the spreadsheet need manual drafting and outreach, delaying client onboarding. You get contracts created, shortened signing links and SMS nudges so signings happen within 72 hours.
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Overview
Manual contract drafting and outreach cost your team time and stall onboarding. This flow creates the contract, shortens the signing link and sends an SMS so clients receive and can sign within 72 hours, keeping billing and intake on schedule.