Send contract form when project is approved to team
Send contract form when project is approved to team
Your project approvals leave enrollment contracts uncreated, forcing coordinators to build forms manually. The workflow sends a populated contract dispatch so coordinators can send forms same day.
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Overview
Approvals that sit in your project tracker create manual work for coordinators and delay enrollments. This flow turns approved records into populated contract dispatches, giving coordinators ready-to-send forms and enabling same-day contract delivery.