Engineering: Send prefilled tax services agreement when flagged

Engineers flipping a deal's send-agreement flag can leave contacts waiting for contracts, stalling onboarding. Prefilled agreements go to the contact so deals move to onboarding.

Overview

Unsigned agreements stall deal momentum and create onboarding friction. By wiring an engineering trigger to send prefilled tax services agreements when the deal flag changes, sales and ops stop chasing signatures and move deals to onboarding with cleaner contract records and fewer missed follow-ups.

Notable Features

Send prefilled agreement emails
Populate contract fields from deal
Notify sales and ops on send