Attach delivery note PDF from email to deal

Your delivery note PDFs arrive by email but aren't linked to the matching deal, causing fulfillment confusion and delayed order confirmation. Teams can confirm orders and ship same day.

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Overview

When delivery notes sit unlinked in inboxes, fulfillment and confirmations slow down while reps hunt for paperwork. This workflow ties delivery PDFs to the right deal automatically so account managers can confirm and dispatch orders the same day.