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Create and send engagement letters from template to signees

Create and send engagement letters from template to signees

Your onboarding payloads create inconsistent mission letters that stall instructor starts and billing. Create and send templated engagement letters so contracts arrive and are recorded same day.

Create and send engagement letters from template to signees

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Overview

When intake data arrives in different shapes, assembling and sending mission letters by hand slows instructor onboarding and billing. This flow auto-generates a populated letter, sends a role-based signing invite, and updates the CRM so sales ops and admissions see signed contracts same day.

Create and send engagement letters from template to signees