Send contract and schedule follow-ups for new deals

You miss signatures when deals hit negotiation without a reliable contract send, forcing AE follow-up. Automatic signature requests and one-week follow-ups speed signing and move deals toward close within thirty days.

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Overview

Manual contract sends and ad-hoc follow-ups slow closes and frustrate account executives. This flow sends the contract immediately when a deal reaches negotiation and stages follow-ups so signatures arrive faster and owners have clear next steps within days. It standardizes handoffs and reduces stalled opportunities.