Create and send property management agreement to contact
Create and send property management agreement to contact
You lose momentum when task-driven agreement sends are manual, leaving prospects unsigned and delaying onboarding. Automated document creation gets agreements to clients for signature the same day.
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Overview
When your team completes a task to send an agreement, this flow creates the contact record, builds the contract from your template, and sends it automatically. That eliminates manual prep and gets agreements to clients for signature the same day, speeding onboarding.