Send signed terms and notify project owner when invoiced
Send signed terms and notify project owner when invoiced
Your Invoice Issued deals lack signed T&Cs, blocking onboarding and billing. It sends the signature request and updates the deal so work can start same day.
Overview
When deals arrive at Invoice Issued without signed terms, onboarding and billing are blocked and projects stall. This flow automatically issues the T&C signature request, logs the envelope, and updates the CRM so coordinators can begin delivery the same day.