Notify operations and sales when contracts are signed
Notify operations and sales when contracts are signed
Operations coordinators miss handoffs when signed contracts aren't shared, delaying onboarding and frustrating customers. It delivers signed copies and contract details to ops and sales for handoff.
Overview
Signed contracts left unshared cause onboarding delays and frustrated customers. This workflow ensures signed copies and contract terms land with operations and sales immediately, enabling prompt handoffs and eliminating missed follow-ups so onboarding starts without gaps.
Notable Features
- Send signed contract and attachments
- Notify operations and sales reps
- Include key terms and contacts