Create and send contract when deal stage changes
Create and send contract when deal stage changes
Your deal stage change still triggers manual contract assembly and file searches, delaying signature requests. It sends a prefilled contract and email same day.
Overview
When reps advance deals, manual contract assembly stalls momentum and adds admin hours. This workflow generates a prefilled agreement, pulls the right package PDFs, and issues a signature request plus a customer email, enabling signatures same day and freeing reps to sell.