Engineering: deliver membership agreement and payment link on approval

Engineers see approved background-check flags leave prospects waiting, causing deals to stall. Generate and email the membership agreement plus payment link so sales can collect payment and move the deal.

Overview

Background-check handoffs leave approved prospects waiting and deals stalling. This workflow creates the membership document, generates a payment link, and emails the prospect so sales can collect payment and move the deal forward. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Generate signed membership agreements
Create secure payment links
Notify sales with prospect details