Project managers: get seller documents sent immediately
Project managers: get seller documents sent immediately
Project managers face missing seller documents that stall closings. Trigger a standardized document-request and phase form link on card creation, so project managers get files faster.
Overview
Missing seller paperwork stalls closings and friction slows project handoffs. This workflow sends a standardized document-request and phase form link as soon as a pipeline card is created, removing manual outreach and keeping transactions moving. Project managers gain faster handoffs and fewer manual follow-ups.
Notable Features
- Send sellers standardized document requests
- Create public phase form link
- Alert project managers on failed sends