Add signed contracts to CRM with file link

Completed contracts sometimes lack linked contacts or accessible signed files, delaying onboarding. This adds signer contacts and a shared contract link to your CRM so reps can act same day.

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Overview

Signed contracts should be visible to reps the same day or onboarding stalls. This flow captures signer contact details, uploads the signed file, and drops a shared link into the CRM so reps can start onboarding and outreach immediately.