Create and send move contract from spreadsheet row
Create and send move contract from spreadsheet row
Your spreadsheet bookings sometimes leave contracts unsent, delaying crew dispatch and invoicing. It creates and emails contracts so operations and customers have signed agreements ahead of dispatch.
Workflow preview:
Zap details:
Overview
When booked-move rows sit in a sheet, signed agreements and billing lag behind dispatch. This flow generates and emails move contracts within an hour of booking so dispatch and billing teams have signed documents ahead of service.