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Create client signing packet and deal card for bookings

Create client signing packet and deal card for bookings

Your appointment paperwork is scattered, delaying compliance and deal progress. Create the signing packet and a tracking card so compliance and sales staff have complete records before the scheduled call.

Create client signing packet and deal card for bookings

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Overview

When bookings come in, missing paperwork slows approvals and creates follow-ups. This flow creates the signing packet, stores files, logs the booking, and opens a deal card so compliance and sales have everything ready before the call.

Create client signing packet and deal card for bookings