Attach partner contracts to account records for teams

Your completed partner contracts sit in the signature system or email, delaying onboarding and revenue recognition. They are attached to the related account record for immediate access before onboarding.

Overview

Signed partner contracts often live in the signature tool or email, creating handoff friction for onboarding and revenue teams. This flow attaches completed PDFs to the related account record so program managers and account reps get immediate access, reducing handoff lag same day.