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Create client folder and PDFs, then attach to CRM

Create client folder and PDFs, then attach to CRM

Missing agreement and invoice PDFs stall billing and onboarding. That provides ready files by creating PDFs, filing them in a client folder, and linking them to the record for same-day handoffs.

Create client folder and PDFs, then attach to CRM

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Overview

When onboarding stalls because agreements and invoices aren’t filed, billing and program teams waste time tracking down documents. This flow produces both PDFs, stores them in a client folder, and links them to CRM and billing sheets so coordinators can complete handoffs the same day.

Create client folder and PDFs, then attach to CRM