Attach new sign-off files to deal records automatically

Your install sign-off PDFs sit in a project folder and aren't linked to deals, delaying invoicing and field handoff. They get attached to the matching deal so reps and coordinators can act same day.

Overview

Missing sign-off attachments stall deals and slow billing; sales and operations lose time hunting for verification documents. This flow ensures each signed install PDF lands on the correct deal record, so reps and coordinators can trigger quoting and billing actions same day.