Wedding sales ops: route new contracts and request signatures

Sales ops lose new wedding contracts in shared drives, causing deals to stall. It files contracts and triggers signature requests so reps close bookings sooner.

Overview

Manual contract handling stalls wedding deals and frustrates couples. This workflow files each contract in the client's folder and triggers a signature request, turning a manual bottleneck into a reliable handoff. Expect faster handoffs, fewer missed follow-ups, and signed contracts flowing into CRM without extra work.

Notable Features

Move contracts into client folders
Send signature requests to clients
Notify reps of pending signatures