What is Clemion Automation?

Automation continues a workflow after your client accepts a quote or signs a contract.

1
Choose the next step
When you create a quote or contract, you can tell Clemion what should happen after the client responds.
2
Prepare or generate the next document
You can prepare the next document in advance, or let Clemion create it when the trigger happens.
3
The client takes action
Typical triggers are a quote being accepted or a contract being signed.
4
Clemion continues the workflow
Clemion can create or send the next document, such as a contract after a quote or an invoice after a signed contract.

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