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Send sign-off document from updated sheet row to contact

Your project sign-off rows sit without signatures, delaying billing and preventing timely closeout. Get signed confirmations to field coordinators and billing teams the same day.

Send sign-off document from updated sheet row to contact

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Overview

Unreturned sign-off requests stall invoicing and project closeout for field teams. This flow sends a templated sign-off to the configured signer as soon as a sheet row updates and clears the resend flag, so coordinators and billing get completed documents the same day.

Send sign-off document from updated sheet row to contact