new
Documents & Contracts
Creating Draft Documents using Workflows
What’s New?
- You can now generate contracts as drafts using the Send Documents & Contracts action in Workflows, ensuring only the designated person reviews and sends them.
How to Use It
- Create/Edit a Workflow: Add a trigger (e.g., new deal stage).
- Add “Send Documents & Contracts”: Select your contract template and set Sending Mode to “Create as Draft.”
- Publish: Whenever the trigger fires, a draft contract is auto-created.
- Review & Send: The responsible person or team finalizes the draft from Documents & Contracts.
Why We Built It
- To centralize contract reviews and prevent accidental sends.
- This feature ensures high-quality, consistent documents while keeping the final sending step in the right hands.