How to Automate Contract Sending and Signature Collection
Manually attaching contracts, emailing them, and chasing signatures is one of the most unnecessary tasks in any service business. Here's how to automate the whole process.
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Manually attaching contracts, emailing them, and chasing signatures is one of the most unnecessary tasks in any service business. Here's how to automate the whole process.
Client onboarding is one of the highest-impact workflows to automate. Here's how to build a flow that welcomes new clients, sets up their project, and gets everything moving — without manual effort.