Contracts built from the request and sent for signature automatically
The scenario takes a request from Monica CRM, builds a formatted contract from its data, sends it to the client for signature, and writes the document id and status back to Monica CRM.
The contract is built from the request data — no manual copying
It goes out for signature immediately, while the client is still warm
The document status is visible in Monica CRM, no inbox archaeology
A test environment lets you rehearse without touching live documents