Create and send service agreement for new tagged contacts

Tagged contacts missing agreements stall onboarding and push billing out, leaving program starts incomplete and finance waiting. Receive executed service agreements and billing-ready terms the same day.

Overview

Tagged prospects must receive and sign their service agreement before onboarding and billing can proceed; manual steps slow starts and frustrate new customers. This flow generates a prefilled contract from your template, sends it for signature, and returns executed copies to onboarding and finance, typically the same day.