Add signing link and diagnostic note to deal record
Add signing link and diagnostic note to deal record
Your signing webhooks sometimes lack a link or deal reference, leaving deals without context for follow up. Attach signing links and error diagnostics to the deal so reps can act same day.
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Overview
Unsigned or orphaned signing events leave deals stalled and reps chasing context. This flow pins signing links and error diagnostics to the deal so reps have clear follow-up direction and can act same day.