Fully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts, and Sign. So I have the button to request a contract, but since only three things change each time, I'd really like to be able to just hit that button and have the contract sent for signature. All that really needs to be input is the clients name the number of sessions, cost and date the contract starts and ends.
I've tried searching the forum for a solution but came up empty so thought I'd ask. It's really not the most pressing problem I'm facing but it would be nice if there was a way to automate it so I could setup a workflow to send these out a week before the first session and not have to worry about it.
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Free Webinar - Digital signatures for digital contract management with Zoho CRM
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