Send W‑9 request after signed partner proposal closes
Send W‑9 request after signed partner proposal closes
Your signed partner proposals often arrive without completed W‑9s, delaying vendor activation and first invoices. Accounting receives the W‑9 and can complete vendor setup same day.
Overview
Signed partner proposals without tax forms stall vendor activation and delay invoices. This flow emails the partner the W‑9 request and attaches the signed agreement so accounting receives documentation same day, enabling faster vendor setup and billing.