Send agreements to buyers and update contacts immediately
Send agreements to buyers and update contacts immediately
Your purchases can leave customers waiting for signed agreements, delaying access and causing reconciliation gaps. Send the right agreement and update the contact so customers get access same day.
Overview
When buyers don't receive their agreements promptly, access provisioning and reconciliation stall and coordinators scramble. This flow sends the correct agreement immediately and writes the envelope reference back into your contact records so onboarding and billing can complete same day.