Attach completed proposal PDFs to the correct deal record
Attach completed proposal PDFs to the correct deal record
Your signed sales documents are often unfiled and not linked to deals, stalling rep handoffs and reporting. Files are split, uploaded to the deal folder, and the deal record updated within minutes.
Overview
Signed proposals frequently sit in inboxes or personal folders, slowing closes and finance handoffs. This flow splits signed PDFs, stores each file in the deal folder, updates the deal record, and notifies the team so reps and ops see everything within minutes.