Create deal and attach application PDF to CRM
Create deal and attach application PDF to CRM
Form submissions arrive without a linked deal or PDF, creating manual uploads and approval delays. It creates/updates the deal, attaches the PDF, and logs the record for same-day review.
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Overview
Stop manual file handling and make every application instantly actionable — capture submissions as deal records with the completed PDF attached so sales managers and program coordinators can review and act the same day. This reduces manual uploads and speeds approvals ahead of outreach.