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Create partner record and send contract plus welcome email

Your partner signups are untracked, delaying contracts and onboarding. Onboarding can start the same day; the workflow creates a partner record and delivers the contract and welcome email the same day.

Create partner record and send contract plus welcome email

Overview

Unprocessed partner signups stall onboarding and slow partner activation. This flow captures each signup into your registry, produces a populated contract PDF, and delivers the welcome email so program coordinators and sales reps can act the same day.

Create partner record and send contract plus welcome email