Create and send contract to prospect from deal
Create and send contract to prospect from deal
When you move a deal into the configured stage, prospects wait for a contract and reps spend time assembling documents. The contract and email are created and sent so onboarding can begin the same day.
Overview
When a deal reaches your configured contract stage, this flow auto-builds the customer contract, pulls the right PDFs, localizes key dates, and sends a signing request so reps don't assemble files manually. That means signed agreements and the ability to start onboarding the same day, without repeated follow-up.