Create contract PDF and attach to offer records

Your offer records lack contract PDFs, forcing coordinators to assemble terms manually and delaying approvals. Contracts are attached to the offer record so coordinators can review them same day.

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Overview

When offer records don't auto-produce contracts, transaction coordinators spend hours assembling terms and closings slip. This flow creates a templated contract PDF and attaches it to the offer record so coordinators can review and distribute it same day.