Send membership setup email with payment and agreement

You miss signed agreements and payments after deals reach approved, stalling onboarding and burdening coordinators. Members get a payment link and prefilled agreement to finish enrollment same day.

Overview

When approved deals stall because members don’t sign or pay, onboarding drags and coordinators waste time chasing documents. This flow creates payment and signing links and emails them to the contact, enabling completed enrollments same day and a clear handoff to coordinators.