Stop missed agreements and start onboarding faster now

Agreements managers miss completed introducer agreements when signer notices are buried, risking onboarding delays. Alerts show signer and document link so stakeholders confirm execution and begin onboarding.

Overview

Completed introducer agreements that go unnoticed create onboarding delays and stale records for agreements and operations teams. This workflow turns the final-sign event into instant alerts, confirmation tasks, and stored signed docs so stakeholders confirm execution and begin onboarding — eliminating missed follow-ups and speeding handoffs.

Notable Features

Send instant signer-complete alerts
Include signer name and link
Create confirmation task for operations