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Create buyer record and send agreement for signature

Create buyer record and send agreement for signature

Your marketplace sales without signed agreements stall onboarding and delay billing readiness. Get contacts recorded and contracts sent so onboarding starts the same day.

Create buyer record and send agreement for signature

Overview

When buyers complete purchases, missing contact records and unsigned agreements create manual work and delay onboarding. This workflow captures buyer details, sends the e-sign agreement instantly, and logs the sale so coordinators can begin onboarding the same day.

Create buyer record and send agreement for signature