Send new client contract and create onboarding record
Send new client contract and create onboarding record
Your new client form entries leave contracts unsigned and onboarding records incomplete, delaying billing. Signed agreements are sent and client records created so teams can start setup within 48 hours.
Overview
Unsigned contracts and missing client records stall onboarding and billing. This flow sends the contract, logs the client, and files submission and signed PDFs so onboarding and billing can act within 48 hours.