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Create draft contract email when student deal advances

Create draft contract email when student deal advances

Your student deal stage changes trigger manual contract emails that slow admissions. Counselors get ready-to-send draft agreements to complete contracting same day.

Create draft contract email when student deal advances

Overview

When deals hit the contracting stage, reps spend time drafting near-identical agreement emails; this flow eliminates that manual step. Counselors get ready-to-send, owner-specific draft agreements within minutes, enabling same-day contract finalization and faster enrollments.

Create draft contract email when student deal advances