Keep business owners sending client documents without manual follow-up

Business owners miss client PDFs when generated files aren't emailed, risking stalled onboarding and churn risk. Auto emails send the file when a lead is created, so staff can begin onboarding without manual follow-up.

Overview

Missing client documents stalls onboarding and puts customer experience at risk. This workflow ensures generated PDFs are emailed the moment a lead appears and that every send is logged and flagged to staff, eliminating manual follow-up and creating an audit trail. The result: faster handoffs, zero missed follow-ups, and clearer accountability for client-facing staff.

Notable Features

Attach generated PDFs to emails
Add sent note to lead record
Notify staff when documents sent