Create contract record and deliver signed PDF to lead
Create contract record and deliver signed PDF to lead
Signed contract PDFs and attribution notes sit in documents, leaving reps without a single contract record for follow-up. Receive a CRM contract entry with PDF attached and notify the contact same day.
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Overview
Signed contracts become structured CRM records with the PDF attached and a same-day partner email, so account owners can start onboarding and revenue handoff without hunting for files. That eliminates manual file transfers and gets partners the next steps the same day.