B2B sales manager: capture signed contracts into CRM
B2B sales manager: capture signed contracts into CRM
Sales managers miss signed PDFs and contract dates in overflowing inboxes, delaying onboarding and billing. Route signed docs to CRM and cloud so account managers access complete contract records.
Overview
Signed contracts scattered across inboxes jeopardize onboarding and timely billing for B2B sales. Centralizing PDFs and contract dates into your CRM and cloud ensures account managers start onboarding with complete paperwork, eliminating handoff gaps and helping teams report faster handoffs.
Notable Features
- Create contract records in CRM
- Attach signed PDF to lead
- Update lead with contract dates