Attach signed defect files to deal records for sales handoff
Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Overview
When signed defect files remain only in the contracts database, reps and billing work from incomplete deal records and handoffs stall. This flow guarantees signed files appear on the deal record within minutes, so sales ops and reps have contract context the same day.