Attach signed agreement PDFs and update contact status
Attach signed agreement PDFs and update contact status
Completed agreement PDFs aren't linked to contact records, leaving onboarding and billing without signed paperwork. Link files and update status so teams can finish setup and invoice on time, same day.
Overview
Signed agreements stranded in inboxes slow onboarding and delay billing. This flow links every completed agreement to the correct contact, sets the signed status, and drops a CRM note so onboarding coordinators and billing staff can finish setup and invoice the same day.