Attach signed contract PDF to client record today
Attach signed contract PDF to client record today
Signed agreements stuck in email leave account managers without executed contracts and stall onboarding. This attaches signed PDFs to client records so onboarding can begin same day.
Overview
Signed agreements stuck in inboxes create manual work and delay onboarding. This flow automatically attaches the executed PDF to the client record and surfaces it to account managers within minutes, so projects and billing can start same day.