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BizStackPro Help Center · Documents
Send Documents & Contracts
Automate sending contracts and documents using templates—either send instantly or create drafts for review—so paperwork goes out at exactly the right time.
Delivering Important Documents Automatically Instead of Chasing Paperwork Manually
Contracts, agreements, proposals, onboarding documents, and renewal paperwork are often critical parts of the customer journey. Delays in document delivery can slow onboarding, postpone approvals, and create unnecessary administrative work.
BizStackPro's Send Documents & Contracts workflow action automatically creates drafts or sends document templates when workflow conditions are met, helping businesses streamline document management and customer onboarding.
Without automated document delivery, businesses may spend time manually preparing paperwork, miss important milestones, create inconsistent processes, or delay customer progress through key stages of the business relationship.
This guide explains how the Send Documents & Contracts workflow action works, how document templates can be automated, and how to build more efficient document management systems inside BizStackPro.
Before automating document delivery, it helps to understand how workflow triggers, document templates, onboarding processes, contract management, approval workflows, and customer lifecycle automation work together inside BizStackPro.
What this workflow action does
The Send Documents & Contracts workflow action automates the creation and delivery of documents such as contracts, agreements, or proposals. Instead of sending paperwork manually, you can trigger documents at key moments inside your workflows.
Best use: Use this when a contact reaches a milestone—new client onboarding, project kickoff, renewal, approval, or completion—so your process is consistent every time.
Why use Send Documents & Contracts?
Faster onboarding and renewals
Trigger contracts automatically when a new client starts, a renewal is due, or a project begins.
Consistent templates
Ensure every document follows approved language and formatting by using saved templates.
Drafts for accuracy
Create documents as drafts so your team can review details before sending anything out.
Cleaner operations
Combine documents with tasks, notifications, and conditions for a predictable process.
Automate paperwork without losing control
Generate documents automatically while keeping review and approval steps in place—especially when using draft mode.
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Step-by-step: How to use this action
Step 1: Create or edit a workflow
Open the Workflow Builder and create a new workflow or edit an existing one where documents should be generated or sent.
Step 2: Add the action
Add the Send Documents & Contracts action to your workflow where the document should fire.
Step 3: Configure the settings
- From User: Choose who the document should come from (useful for internal accountability).
- Template: Select the document/contract template you want to use.
- Send vs Draft: Decide whether to send immediately or create a draft for review.
Recommendation: Use Draft for legal/high-risk documents. Use Send when the template is standardized and the workflow conditions are reliable.
Step 4: Publish and verify
Publish the workflow, run a test contact through the trigger, and confirm documents generate correctly (and drafts are routed to the right reviewer).
Best practices
- Template hygiene: Name templates clearly (e.g., “Client Agreement - Standard v2”).
- Draft routing: Add a task or notification so the right person knows a draft is ready.
- Follow-up: Add an email/SMS follow-up or task reminder after sending the document.
- Test first: If a template is missing or misconfigured, the workflow won’t be able to send the document—verify before going live.
Frequently Asked Questions
Can I send multiple document templates in one workflow action?
Currently, the Send Documents & Contracts action allows sending one document template per action.
Can I use this action for non-contract documents like agreements or proposals?
Yes. You can use Send Documents & Contracts for any document type, as long as you have the appropriate templates set up.
What happens if the workflow triggers but the template is missing or incorrect?
If the document template is missing or incorrectly configured, the workflow won’t be able to send the document. Confirm the template is set up correctly before publishing.
Can I set a reminder to follow up after sending a document?
Yes. Add additional workflow actions like sending a follow-up message or creating a task to remind your team or clients.
How can I ensure the right person reviews and sends a draft document?
Create a task for the responsible person or team and use notifications so they’re alerted when a document draft is ready.
Streamline onboarding, renewals, and approvals
Send documents at the exact moment you need them—or generate drafts for review—so your process stays consistent and professional.
Automated paperwork. Fewer delays.
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