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Create account setup task when contract is signed

Create account setup task when contract is signed

Your signed contracts aren't linked to deals, leaving reps without onboarding context. It creates an account setup task and attaches the signed PDF so onboarding can begin same day.

Create account setup task when contract is signed

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Overview

Signed contracts should kick off onboarding, not create more admin work. This flow advances the deal, creates a clear account-creation task, and attaches the signed PDF so onboarding can activate customers the same day. It reduces handoffs and gives reps immediate context for faster launch.

Create account setup task when contract is signed