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Create client document request and update deal record

Create client document request and update deal record

Your deals stall when client documents are not requested or tracked, forcing reps and operations to chase paperwork. It links a document request to the deal and notifies your team so files are collected same day.

Create client document request and update deal record

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Overview

When deals need client paperwork, sales ops wastes hours chasing attachments and reps lose momentum. This flow generates a document request, writes the collection ID back to the deal, and alerts the owner so required files arrive same day.

Create client document request and update deal record