Attach signed order PDFs to corresponding sales records
Attach signed order PDFs to corresponding sales records
Your campaign orders often arrive without linked signed documents, leaving launch and billing teams missing contracts. Signed PDFs attach to sales orders so teams can launch and invoice within minutes.
Overview
Unlinked contract PDFs stall campaign launches and hold up invoicing; this flow ensures every signed document is attached to its sales order so campaign managers and billing instantly find the contract. That means launches proceed and invoices can be issued within minutes.