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Send contract and invoice from new contract form

Your contract form responses stall onboarding when contracts or invoices aren't produced, delaying billing. Get contracts signed and invoices created and delivered same day.

Send contract and invoice from new contract form

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Overview

Missed or delayed contracts and invoices stall client kickoffs and burden onboarding staff. This flow converts each contract form into a signed agreement and an invoice record automatically, so coordinators and billing see contracts sent and invoices created same day.

Send contract and invoice from new contract form