Add signature ID and update notes for owners
Add signature ID and update notes for owners
Your SoW tasks lose signature IDs when sent, forcing engineers to check signing tools. Owners can invoice and hand off the work the same day when contract IDs are attached to task notes and a custom field.
Overview
Stop manual lookups for executed SoWs and make the task record the single source of truth so delivery engineers and PMs can act immediately. Attaching the signature ID to notes and a custom field turns a search-and-wait step into a same-day invoice and handoff.