Create contract record in CRM from accepted proposal
Create contract record in CRM from accepted proposal
Your accepted proposals aren't in CRM, leaving account managers without contract context and stalling onboarding. It puts contract and contact records into CRM for teams within minutes.
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Overview
Accepted proposals should trigger immediate CRM records so account and onboarding teams never wait for manual entry. This flow creates a contract record, normalizes the value, and attaches the signed PDF so teams can start onboarding within minutes.