Construction directors keep signed files linked to deals
Construction directors keep signed files linked to deals
Construction directors find signed contracts buried in folders, risking delayed closes. All signed agreements land on the opportunity record, giving auditable files and enabling faster deal reviews.
Overview
Misplaced contracts in construction stall closes and create audit risk. This workflow ensures every signed agreement is copied into the deal folder and linked to the opportunity record, giving directors auditable contract files and faster deal reviews.
Notable Features
- Copy signed files to opportunity folders
- Attach documents to opportunity records
- Notify sales reps and director