Experience enhanced control over your contract management process with the new ability to create draft documents using workflows. This powerful feature ensures that contracts are reviewed and finalized by the appropriate person, minimizing errors and accidental sends.
Our latest update allows you to generate contracts as drafts, using the "Send Documents & Contracts" action in workflows. This ensures that your documents are reviewed and completed by the designated team member or individual before being sent out.
To get started, you'll want to set up a workflow that caters to your contract management needs. Add triggers such as a new deal stage to kick off the workflow process.
Within your workflow, add the "Send Documents & Contracts" action. Choose your desired contract template and set the "Sending Mode" to “Create as Draft.”
Once you've set everything up, publish the workflow. As the trigger is activated, a draft contract will be automatically created.
The draft is now ready for final touches. The responsible team member can review and finalize the draft from the Documents & Contracts section, ensuring it meets all necessary standards before sending.
This feature was designed to streamline contract management by centralizing document review. It prevents accidental sending and ensures that documents maintain the highest quality and consistency, while the final decision-making and sending step remains with the intended individual or group.
Take advantage of this new capability to enhance your team's efficiency and maintain control over your contract review process.
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