Create signature requests when deals reach signature stage
Create signature requests when deals reach signature stage
When your deals move to the configured signature stage, contracts sit un-sent and onboarding stalls. This sends signature requests automatically so onboarding and billing can start same day.
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Overview
Every minute a deal sits in the signature stage adds manual work and delays onboarding; this flow pushes the right contract and expiry to prospects immediately. Sales and onboarding can start account activation the same day signatures arrive, removing manual prep.