Attach signed agreement to opportunity and update status
Attach signed agreement to opportunity and update status
Your signed agreements outside CRM keep opportunity records incomplete and delay deal handoffs. Link the signed PDF to the opportunity and mark it signed so reps have contract-ready records same day.
Overview
Signed contracts that sit outside the CRM cost reps time and slow closes. This flow links the executed agreement to the deal and flips the agreement status so deal owners see contract readiness within minutes, reducing handoffs and accelerating close activity.