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Create follow-up events for contracts out for signature

Create follow-up events for contracts out for signature

When contracts go out for signature, your project coordinators miss deadlines and countertop installs stall. Receive scheduled follow-up events so coordinators have prompts ahead of job start.

Create follow-up events for contracts out for signature

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Overview

Contracts sent for signature often slip off the radar and delay countertop installations. This workflow turns each outgoing contract into a scheduled follow-up event so project coordinators receive timely prompts and approvals are chased before job start dates.

Create follow-up events for contracts out for signature