Creating Draft Documents using Workflows | Clixio Changelog
You can now generate contracts as drafts using the Send Documents & Contracts action in Workflows, ensuring only the designated person reviews and sends them.
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 finalises the draft from Documents & Contracts.
To centralise contract reviews and prevent accidental sends.
This feature ensures high-quality, consistent documents while keeping the final sending step in the right hands.
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