Create and send installment contract to client immediately
Create and send installment contract to client immediately
Your installment contract drafts from CRM activities are inconsistent and delay approvals. Create and send standardized contracts so signatures arrive same day.
Overview
When a rep logs an installment sale activity, this flow produces a ready-to-sign contract and a tracking record, removing manual drafting from the handoff. That means fewer back-and-forths and signatures landing the same day, so deals close faster.