Create onboarding ticket, save signed agreement for team
Create onboarding ticket, save signed agreement for team
Signed contracts stuck in private folders delay implementation and billing readiness. Create a shared agreement PDF and a tracked onboarding ticket so work starts same day.
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Overview
Signed agreements that sit in inboxes block implementation and delay billing. This flow files the executed PDF, creates a tracked onboarding ticket, and links both to the deal so implementation coordinators can start work same day. It reduces manual handoffs and centralizes the record for faster client onboarding.