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Create contract record when agreement form is submitted

Create contract record when agreement form is submitted

Agreement form submissions for subaccounts arrive untracked, delaying provisioning and billing. They become CRM contract records so sales ops and reps can provision and invoice same day.

Create contract record when agreement form is submitted

Overview

Inbound agreement submissions can stall provisioning and billing when they aren’t recorded correctly. This flow converts each submission into a contract record, assigns an owner, and sets draft status so sales ops and multilingual reps can act the same day.

Create contract record when agreement form is submitted