Add signed contract PDF to client contact notes
Add signed contract PDF to client contact notes
Your signed contract PDFs live in the signature tool, leaving contact records missing executed agreements. They get attached to the contact as notes so onboarding and billing can act on them same day.
Overview
Signed contracts should never sit unseen in a signature tool while onboarding waits. This flow puts executed agreements directly on the contact record, so onboarding and billing teams can act the same day and avoid provisioning or invoicing delays.