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Create deal records and attach signed client PDFs

Create deal records and attach signed client PDFs

You get signed client forms with no consistent deal record or stored PDF, delaying billing and handoffs. It creates the deal and attaches the signed PDF so reps and billing can act same day.

Create deal records and attach signed client PDFs

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Overview

Signed agreements should create action, not busywork; this flow captures the signed PDF, creates the CRM deal, and links the file so sales and billing always have a complete record. That means reps and billing can act the same day and avoid manual follow-ups.

Create deal records and attach signed client PDFs