For business owners: Ensure engagement letters send immediately
For business owners: Ensure engagement letters send immediately
Business owners flag clients but manual sending misses or duplicates engagement letters, delaying onboarding and risking frustrated clients. Clients get signing requests immediately and the tracker logs the send, so operations complete onboarding without manual follow-ups.
Overview
Manual sending delays stall onboarding and risk frustrated clients. This workflow delivers signing requests and records the send in your tracker, eliminating missed or duplicate letters so operations can complete onboarding without manual follow-ups.
Notable Features
- Send signing requests to clients
- Log send events in tracker
- Check tracker before sending