Attach completed contract PDF to matching deal record
Attach completed contract PDF to matching deal record
Signed PDFs sometimes complete outside the CRM stage, leaving reps and legal without contract context. Attach the signed PDF to its deal and ping owners so contracts are reviewable same day.
Overview
Signed contracts that aren't attached to deals slow closes and force manual follow-up between sales, legal, and billing. This flow attaches the final PDF to the matched deal and alerts the owner so contracts are available for review the same day.