The "Sent - Posted" stage in your contract workflow signifies the moment when the meticulously prepared contract, now labeled as "Ready to Send," has been formally delivered to the client. At this juncture, the Contract is dispatched through the chosen communication channel, whether it be sending a pdf file through email, a link to our secure client portal, or printing a hard copy and sending it through the US Postal service. This stage is a critical step in the Contract lifecycle as it initiates the client's active involvement and marks the beginning of the client review and approval process.
During the "Sent" stage, efficient and secure delivery mechanisms are employed to ensure the swift transmission of the contract to the client. Clear communication accompanies the sent contract, providing guidance on the next steps in the process, such as reviewing the document thoroughly, seeking clarification on any points, and, ultimately, granting approval. This stage sets the tone for collaborative engagement between your landscaping business and the client, emphasizing transparency and responsiveness.
As the contract transitions from "Ready to Send" to "Sent - Posted" it represents a moment of anticipation and readiness for the client's feedback. The focus shifts to maintaining open lines of communication, promptly addressing any inquiries or concerns the client may have, and working towards achieving a mutual understanding. The "Sent - Posted" stage, therefore, serves as the gateway to the client's active involvement in the contract process, fostering a transparent and cooperative relationship.