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.

Attach completed contract PDF to matching deal record

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.

Attach completed contract PDF to matching deal record