Send commencement contract and update client CRM record

Your commencement contract entries sometimes flag records ready without a document, leaving account managers missing signed agreements. Get contracts sent and CRM updated.

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Overview

When commencement contracts are marked ready but never generated, account managers and production teams lose days of scheduling certainty. This workflow creates and sends the correct contract as soon as a record is marked ready, updates the CRM with a sent date, and notifies the client so your team gets signed agreements same day.