For consultants: create participant contracts from training sign-ups
For consultants: create participant contracts from training sign-ups
Consultants lose signatures and stall onboarding when contracts are filled manually. It creates a populated contract saved to the registrant folder so consultant and operations can send for signature.
Overview
Missed or late contracts stall onboarding and create extra admin work for solo consultants. This flow produces correctly populated participant contracts and stores them in the registrant folder so consultant and operations always have a ready-to-send document, and teams report fewer data entry errors and faster handoffs.
Notable Features
- Create populated contract documents
- Save contracts to registrant folder
- Send signature request to consultant