Attach signed document and update subsidy record in CRM
Attach signed document and update subsidy record in CRM
Signed subsidy PDFs sit in the document system unlinked to records, delaying billing and approvals. It attaches the signed PDF to the record and updates status so teams can act same day.
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Overview
Signed agreements often live apart from CRM records, which stalls invoicing and project closeout; this flow surfaces the signed PDF on the matching subsidy record and flips status fields automatically. That means billing and project managers see the authoritative file and can act same day, removing manual handoffs.