Send listing documents for signature from new rows

Your listing sheet needs signed supplements and agreements, and manual routing delays intake. It sends signature requests and updates the row so docs go out same day.

Send listing documents for signature from new rows

Overview

Manual assembly and routing of listing documents creates intake bottlenecks for transaction coordinators. This flow automatically picks the right packet, sends signature requests same day, and writes envelope IDs back into the sheet so operations can track progress without chasing emails.

Send listing documents for signature from new rows