Attach signed agreements to contact records for onboarding
Attach signed agreements to contact records for onboarding
Your completed contractor agreements often sit outside the CRM, delaying onboarding and invoicing. This attaches signed PDFs and records signature status so onboarding and billing proceed same day.
Overview
Signed agreements that live outside the CRM slow both onboarding and invoicing. This flow attaches completed PDFs to the contact, records signature status, and creates an audit note so onboarding coordinators and billing staff can act the same day.