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Documents & Contracts Workflow Actions

Documents & Contracts Workflow Actions enable you to automate the creation, management, and execution of various documents within your business processes. These actions streamline paperwork, ensure compliance, and create a more efficient document lifecycle.

Available Actions​

Use Cases​

  • Generate personalized proposals based on opportunity details
  • Create and send contracts when deals reach specific stages
  • Automatically follow up on unsigned documents
  • Generate receipts and invoices after payment processing
  • Distribute onboarding documents to new clients
  • Create customized reports for internal or external stakeholders
  • Generate certificates upon course or program completion
  • Update agreements when terms or conditions change

Key Features​

  • Dynamic Content: Populate documents with personalized information
  • Template Library: Access and modify reusable document templates
  • Electronic Signatures: Secure, legally binding signature collection
  • Version Control: Track document revisions and changes
  • Conditional Clauses: Include specific sections based on defined criteria
  • Document Tracking: Monitor document status and engagement
  • Secure Storage: Store documents with appropriate access controls

Documents & Contracts Workflow Actions reduce manual paperwork, streamline approval processes, and ensure consistent, professional documentation throughout your customer and business operations.