Attach signed proposal to opportunity and update status
Attach signed proposal to opportunity and update status
Signed proposals arriving without attached PDFs leave opportunities incomplete, stalling sales ops and account executives. Get PDFs attached to the opportunity and status updated within minutes.
Overview
Signed proposals frequently sit in document tools while opportunities remain unchanged, delaying invoicing and handoffs. This flow automatically attaches the final PDF to the originating record and flips the opportunity to the signed stage so sales ops and AEs have contract context within minutes.