Attach signed stockist agreement to contact record immediately
Attach signed stockist agreement to contact record immediately
Signed stockist agreements from form submissions often sit unfiled and stall onboarding. It attaches the signed PDF to the contact and updates their record so documentation is available same day.
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Overview
Signed agreements sitting in forms or Drive create manual work and stall onboarding for your training programs. This flow files the PDF to the correct contact and updates their record so coordinators have compliant documentation available the same day.