Attach signed PDFs to matching lead tasks same day
Attach signed PDFs to matching lead tasks same day
Signed estimates in email leave leads without a linked agreement for schedulers. Attaches signed PDFs to matching lead tasks so your team sees contracts same day.
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Overview
Signed contracts sitting in inboxes block scheduling and delay billing. This flow links executed PDFs to the right lead task so sales reps and schedulers have the contract on file the same day and can act immediately.