Send engagement signature requests to new business contacts
Send engagement signature requests to new business contacts
Your updated client contacts need signed engagement agreements, and manual sends delay onboarding and invoicing. Get signature requests sent automatically so clients sign and onboarding starts same day.
Overview
Stop chasing signatures and reduce onboarding delays—this flow sends the engagement template as soon as a contact is marked authorized and logs the send. Program coordinators and the founder get signed agreements and can start onboarding and billing the same day.