Send signed agreement and add new client record
Send signed agreement and add new client record
Your agreement submissions arrive untracked, requiring manual file saves and alerts that delay invoicing. It stores the signed file, logs the client row, and notifies ops so billing proceeds same day.
Overview
Stop letting inbound agreement requests sit in chat or phone notes and slow down invoicing. This flow captures each submission, stores signed files, creates a tracking row, and notifies ops and finance so billing can proceed the same day.