Skip to content
Send signed customer agreements to billing team before next run

Send signed customer agreements to billing team before next run

Your signed agreements sit in the e-sign inbox, delaying invoicing and compliance. Billing staff receive the signed PDF on the customer record and a notice so invoices are issued before the next billing run.

Send signed customer agreements to billing team before next run

Workflow preview:

Zap details:

Send signed customer agreements to billing team before next run