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Create contract and trade-in folders from signed document

Create contract and trade-in folders from signed document

Your signed sales contracts and trade-in info arrive unorganized, stalling delivery prep. Create client, trade-in, and stock folders automatically so files are available same day.

Create contract and trade-in folders from signed document

Workflow preview:

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Overview

Signed contracts and trade-in records often go unfiled, causing delivery slowdowns and extra admin work. This flow automatically builds consultant/year/month/client and trade-in folders and logs their IDs so delivery and back-office teams have files ready the same day.

Create contract and trade-in folders from signed document