Step-by-step Guide on How to Setup your Contract Automation through Workflows
Updated: March 28, 2024
Here are the steps on how to setup your contract Automation through workflow:
- Go to 'Automations'
- Under 'Workflows' select 'Sales Pipeline'
- Find 'Send Contract' or some accounts may have 'Send Contract [Please contact Support to set up]', and just click that.
- Once inside the 'Send Contract Workflow', click the Trigger 'Pipeline Stage Changed'
- Under 'Filters', it should show 'In Pipeline' - 'Sales Pipeline' and 'Pipeline Stage' - 'Send Contract'
- Next is make sure you have the correct 'Assigned to User'
- Next is the 'Sending Contract Now' it's going to be that email that sends out to the homeowner letting them know that you have just sent out the contract and they will be receiving it anytime now. You can edit this to your preferred message to be sent out.
- On older workflows, delete the 'Webhook' action (skip this step if you do not see an action titled Webhook).
- Add an action by clicking the + button.
- Search and select Send Documents and Contracts action. (formerly called Proposals & Estimates)
- Under 'From User' select the person you want the contract to be coming from
- Under 'Template' you just need to select the Template/Contract you want to be sent
- Click 'Save'
- And then 'Publish' the workflow by hitting the Publish button on the upper right hand
'Send Contract' workflow may be located in a different folder depending on your subscription level, but you can search for 'Send contract' or it may say 'Send Contract [Please contact Support to set up] or 'Send Contract (Set up Owner Contract prior to publish)