Attach completed PDF reports to account records and archive
Attach completed PDF reports to account records and archive
Your completed PDFs sit unlinked to account records, leaving marketing ops without files for outreach. You get immediate access when each final report is linked and archived within minutes.
Overview
When final reports live in inboxes, marketing ops and campaign managers waste time hunting for the authoritative file; this ties each completed PDF to the correct account record and stores a copy in shared storage. Files become discoverable and ready for outreach within minutes.