For engineers: prevent funding delays from unsigned records
For engineers: prevent funding delays from unsigned records
Engineers see spreadsheet rows flip to 'Pendiente firma', causing unsigned agreements and stalled funding. Send customers signature requests and notify account managers, keeping justification moving.
Overview
Missed signatures stall fund disbursements and create manual follow-ups for operations; engineering can eliminate that handoff risk by wiring sheet updates to e-sign and notification flows. Customers get signature requests and account managers are alerted automatically, so justification moves forward and teams report fewer missed signatures.
Notable Features
- Send signature requests to customers
- Notify account managers automatically
- Create audit trail for status changes