Attach signed order PDFs to corresponding sales order records
Attach signed order PDFs to corresponding sales order records
Your signed order forms only live in the e-sign system and aren’t linked to sales orders, stalling invoicing. Attach PDFs and update order fields so billing can invoice the same day.
Overview
Signed order PDFs often sit in the e-sign tool and never make it into the CRM record, which delays invoicing and confuses account handoffs. This flow automatically attaches the signed PDF and updates the sales order so billing can invoice the same day and account managers immediately see the agreement.