Attach signed bid and advance deal checklist on board
Attach signed bid and advance deal checklist on board
Your signed bid PDFs arrive untracked, leaving deal cards missing final documents and delaying approvals. Attaching the signed bid and completing checklist keeps deals progressing same day.
Overview
Signed bids often land in inboxes or file folders and stall approvals. This workflow auto-attaches the completed signature package to the deal card and marks the checklist, so deal managers can progress approvals the same day.