Attach signed subscription to deal and notify partner
Attach signed subscription to deal and notify partner
Signed subscription PDFs are not linked to deals, leaving partners and billing without the official file. Partners receive the signed file and can confirm payment the same day.
Overview
Signed subscription PDFs left unlinked slow down partner confirmations, payments, and onboarding. This flow attaches each signed bulletin to the correct deal, creates a shareable link, updates your investment record, and emails the partner so confirmations and payments can proceed the same day.