Deliver rental agreements from customer record button clicks

Operations coordinators lose track of rental contracts after button clicks, causing booking delays. Generate and email a custom rental agreement on click so ops mark records 'Contract sent' same day.

Overview

Operations risk booking delays and status drift when contracts sit unfinished. This workflow creates and emails tailored rental agreements from the record with one click, delivering clear 'Contract sent' records and eliminating missed follow-ups so ops can begin fulfillment the same day.

Notable Features

Create agreement from customer record
Email clients a tailored PDF
Update customer status to Contract sent