Creating Draft Documents using Workflows

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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).
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  • Add “Send Documents & Contracts”: Select your contract template and set Sending Mode to “Create as Draft.”
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  • Publish: Whenever the trigger fires, a draft contract is auto-created.
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  • 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.