Attach signed agreement to client folder and opportunity
Attach signed agreement to client folder and opportunity
Your signed contracts aren't filed to client folders or linked on opportunity records, causing provisioning and billing delays. Files and opportunity links are added for immediate access same day.
Overview
Signed contracts often sit unfiled and block provisioning and billing. This workflow files the signed PDF into the client folder, adds the agreement link to the opportunity, and alerts subscriptions so billing and provisioning can start same day.