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.