Send retainer contract and record CRM engagement note

Your contacts' payment-plan changes delay sending retainer contracts and slow deal momentum. This ensures the correct contract is emailed and a CRM note is created same day.

Overview

When payment-plan changes aren’t acted on, deals stall and reps waste time chasing signatures. This flow sends the correct contract template immediately and logs the interaction in CRM so account managers have signed paperwork and context the same day. It shortens handoffs and reduces manual follow-up.