Send pre-plan email and documents to client on submission
Send pre-plan email and documents to client on submission
Your pre-plan form submissions in the sheet can delay delivery of authorization forms and slow advisor outreach. Get the forms emailed to requesters automatically so documents arrive same day.
Overview
When families request pre-plan materials, manual email work slows outreach and risks missing authorizations. This flow emails the requested packet and sends signing-ready documents automatically, so advisors reach requesters the same day and keep onboarding on track.