Update deal stage and message owner about missing email
Update deal stage and message owner about missing email
Your deals reach contract stage without a signer email, causing contract sends to fail and closing to stall. Owners receive a prompt so you can add signer email before contracts are sent.
Overview
When deals hit the contract stage without a signer email, contract sends fail and closings stall. This flow moves those deals into a review stage and pings the owner immediately so the signer email is added before contracts go out.