Close deals and save signed PDFs for billing

Your signed engagement PDFs live in inboxes and are not linked to CRM deals, delaying billing. Signed PDFs are archived and deals moved to closed-won so billing can start same day.

Overview

Signed engagement documents stuck in inboxes delay billing and stall handoffs between sales and finance. This flow archives the signed PDF and advances the CRM deal to closed-won automatically, so billing and revenue operations can invoice and complete handoffs same day.