Send signed service agreements after a tag is added
Send signed service agreements after a tag is added
Your service agreements go unsigned when a configured tag change is missed, delaying onboarding and billing. Send populated agreements automatically so onboarding managers can start setup the same day.
Overview
Unsigned agreements stall onboarding and delay invoicing, costing time and momentum. This flow auto-populates contract fields and sends an e-sign request so onboarding managers can start setup and billing staff can invoice within hours.