Send contract signature request and mark account status
Send contract signature request and mark account status
Your engagement records lack signed agreements, causing onboarding stalls and invoice delays. Get signature requests sent and account status updated so onboarding and billing proceed same day.
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Overview
When an account reaches signing readiness, this flow sends the contract and updates the account record automatically. That prevents onboarding and billing bottlenecks, getting signed agreements in hand and enabling invoicing the same day.