Hi everyone,
I’m seeing odd behavior with contracts in Payments (the top-level tab, not a custom workflow):
- When I create & send a contract, its status becomes “Waiting on others”, but no email reaches the recipient.
- If I copy the contract link and send it manually, the recipient can open & sign — however, no confirmation/final PDF gets generated once all signatures are complete.
- Regular emails sent from the Contact record to the same address arrive without issues.
Questions:
- Is there a known issue with system contract emails in Payments?
- Which settings/templates control delivery and final PDF generation for contracts?
Goal: System-sent contract emails should deliver, and the final confirmation PDF should be generated automatically once all parties sign.
Thanks for any pointers or workarounds!