Send Documents Automatically from a Workflow

Instead of manually opening and sending a document every time you close a deal, you can have Vendi Today send it automatically based on something that happens in your business — a tag being added, a pipeline stage changing, an appointment being booked, and so on.

Before you start

Build and save the document as a template first. The workflow action can only send templates that already exist, not documents you create on the fly.

Setting it up

1. Go to Automation > Workflows and create (or open) a workflow.
2. Choose the trigger that should kick things off — for example, a deal moving into a "Proposal" pipeline stage.
3. Add the Send Documents & Contracts action.
4. Select which template to send and which user it should be sent from.
5. Choose whether the document should send directly or be created as a draft for someone to review first.
6. Pick the delivery channel: email, SMS, or both.
7. Save and publish the workflow.

Requirements to keep in mind

• The contact needs a valid email address on file, even if you're delivering by SMS — the system still requires it.
• Documents sent this way are mobile-friendly, and recipients can sign from a browser link without installing anything or creating an account.

Tracking what was sent

Every document sent through a workflow shows up in your normal Documents & Contracts dashboard, so you can filter by status (draft, waiting, completed) exactly like documents sent manually.

Why this is useful

This turns your proposal or contract process into a hands-off step in your sales pipeline — the right agreement goes out the moment a deal reaches the right stage, without anyone having to remember to send it.