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Create and send order confirmation PDF to client

Create and send order confirmation PDF to client

You make order confirmations from a template when clients sign, and manual emailing stalls billing. The flow emails the PDF and withdrawal notice so invoicing and onboarding proceed same day.

Create and send order confirmation PDF to client

Overview

Manual contract emails slow billing and leave onboarding in limbo. This flow generates a contract PDF from your template and emails clients with required legal notices when applicable, so invoices and setup clearances complete same day. It reduces busywork for program coordinators and accelerates revenue capture.

Create and send order confirmation PDF to client