Business owners: Prevent expired e-sign requests on deals
Business owners: Prevent expired e-sign requests on deals
Business owners watch reps lose signatures when e-sign requests expire after close date changes, risking lost deals. Extend signing deadlines and notify reps so quotes stay valid.
Overview
Expired signature windows stall sales and put contracts at risk. This workflow aligns e-sign expirations with updated close dates and notifies reps, eliminating expired quotations and keeping deals moving. The result is fewer expired quotes and cleaner deal records for your sales org.
Notable Features
- Extend signing deadlines for changed close dates
- Notify sales reps via email or chat
- Create internal activity on deal record