When you add a new client to your system, this workflow automatically sends them a fee agreement form (a document outlining your billing terms) through Cognito Forms. Once they sign and submit it, the workflow saves the signed copy to Notion and creates a billing record in QuickBooks Online. No signed agreement means no work starts — and this makes sure nothing slips through.
Build your fee agreement as a form in Cognito Forms with e-signature enabled
Connect Cognito Forms to Make and set the trigger to fire on new form submission
Save the completed form as a PDF to a client folder in Notion
Create a new customer record in QuickBooks Online using the client details from the form
Send a confirmation email to the client with their signed copy attached
Create a free account to get the steps written out for your tools, click by click.
Create a free accountGet signed fee agreements every time and spend less time on manual follow-up.
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