Contract email error if lead status not manually changed
We currently require a rental associate to approve leads before allowing customers to sign the contract; however, we're finding that if we forget to manually change the lead status from "quote" to "contracted", the contract link that gets sent to the customer via email displays an invalid link and ultimately displays an error page for them.
Is there a way to either have the status automatically changed from quote to contracted when an email is sent with the contract? Can we send the email with the status in quote status?
Or is there a way to have a system check so that IO will not let us send a contract link via email if the status hasn't been changed as a reminder? Pop up a message saying "please change status" etc?