Generate and send sales contract when deal closes
Generate and send sales contract when deal closes
Your contracts remain uncreated when deals reach the contract stage, delaying onboarding and billing. Contracts are prepared and sent for e-signature so clients can onboard same day.
Overview
Deals that reach the contract stage should trigger paperwork, not a manual scramble. This flow auto-generates the contract and delivers it for e-signature within minutes, enabling same-day onboarding and faster invoice issuance.