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Create signed terms from deals and notify sales

Create signed terms from deals and notify sales

Your deals moving to the additional-terms stage lack signed service documents, delaying onboarding and billing. Get populated PDFs sent for signature to clients and account teams the same day.

Create signed terms from deals and notify sales

Overview

Deals that reach the additional-terms stage often stall because contracts aren't generated or signed quickly. This flow produces populated PDFs and sends them for signature automatically, so account execs receive signed terms the same day and onboarding and billing can proceed.

Create signed terms from deals and notify sales