Send signed agreement and proof to billing staff
Send signed agreement and proof to billing staff
When signed fee agreements lack clear routing, your billing and records teams miss paperwork and delay invoicing. It delivers signed PDFs and audit certificates to billing and your team channel so files are ready same day.
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Overview
Signatures often stall billing when files sit unprocessed. This workflow delivers signed agreements and their audit certificates to your billing inbox and team channel within minutes, so invoices and filing happen same day.