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Create and send closing agreement to the new client

Create and send closing agreement to the new client

Your deal webhooks arrive without a contract or recorded closing, leaving closers stalled and onboarding untracked. Receive a formatted agreement and log closing details to sheets the same day.

Create and send closing agreement to the new client

Overview

Deals that arrive as raw webhooks often stall closers and delay onboarding. This flow auto-formats pricing, generates the right contract, sends it to the client, and logs the close so sales and ops can onboard the client the same day.

Create and send closing agreement to the new client