Generate and store build contract in project folder
Generate and store build contract in project folder
Your build contracts often go unfiled or missing data, causing fulfillment delays. The workflow files finalized contracts and updates project records for same-day production handoff.
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Overview
Manual contract copying and missing data slow down installations and billing in small storefronts. This workflow produces completed build contracts, files them in customer/project folders, and logs the file in your tracker so coordinators can start production the same day.