Utilize the Send Documents & Contracts action in Workflows to generate contracts for your contacts. With this action, you can send contracts immediately or save the contract as a draft for review. By doing so, only the designated individual will have access to review and finalize the documents before they are sent, ensuring accuracy, compliance, and a streamlined approval process. This feature simplifies contract management, reduces errors, and enhances security by limiting access to sensitive documents. Let's dive in!
How It Works
Navigate to the Automation > Workflows section in your account, then create a new workflow or select an existing one from the list.
Once the builder loads, add the relevant triggers and preceding actions. Next, click the plus icon and add the Send Documents & Contracts action to your workflow.
Action Name
Update the Action Name to accurately reflect its function and purpose.
From User
Next, select the user whose name and email address should be associated with the template.
Template
Select the template you wish to send. Please note that this field will only display templates that have been created in the Payments > Documents & Contracts Templates section of your account. Ensure that your template has been added in that section beforehand.
Sending Mode
Choose whether to send the document to the contact once the workflow step is activated or to save it as a draft for approval.
Finally, click save to retain your changes.
Don't forget to publish and save the workflow to streamline the issuing of your documents & contracts!
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