Attach incoming unsigned addenda to deal records and folder
Attach incoming unsigned addenda to deal records and folder
Your unsigned contract addendums land in FTP without deal context, stalling signatures and handoffs. Linked to the deal record, your reps and coordinators get file access and can act same day.
Overview
Unsigned addenda landing in FTP without deal context create manual work and slow closing. This flow attaches each incoming PDF to the matching deal and files a copy in the shared drive, so reps and coordinators can act same day.