Keep IT control with unique contract intake tokens

IT admins see deals created without intake tokens, causing sales and legal to delay contract collection. It adds a unique token to each deal and customer so sales and legal can send secure intake links.

Overview

Deals stall when intake links aren't provisioned, creating friction between sales and legal and delaying onboarding. This workflow ensures every new deal and customer record includes a unique intake token, enabling secure, deal-specific links and faster handoffs with fewer manual steps.

Notable Features

Attach unique token to deals
Update customer records with token
Notify sales and legal of tokens