Send contract when a deal is marked won
Send contract when a deal is marked won
Your won deals often lack a signed contract, leaving onboarding blocked and reps chasing paperwork. Get the contract to the customer and update the deal so onboarding can begin same day.
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Overview
When reps mark deals as won, the last mile—getting a signed contract—often stalls onboarding and frustrates customers. This workflow generates and sends the correct contract and records the document in the CRM so onboarding can start same day and reps stop chasing signatures.