Send client agreement and mark record as sent
Send client agreement and mark record as sent
You get new applicant records with unsigned agreements, pausing coordinator onboarding. The flow sends the agreement and updates the record so invoicing and onboarding proceed same day.
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Overview
Unsigned agreements in your applicant pipeline stall onboarding and delay invoicing. This flow sends the engagement agreement and records the envelope ID back to the database, letting coordinators and billing proceed same day.