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Create organized contract folders when deals close for legal

Create organized contract folders when deals close for legal

Won deals lack a consistent contract folder, making legal and onboarding hunt for NDAs and SOWs. Create standard subfolders so legal and ops get files ready for handoff.

Create organized contract folders when deals close for legal

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Overview

When deals close without consistent storage, legal and onboarding waste time hunting for agreements and risk slowing handoffs; this workflow provisions a standardized contract folder per won customer within the hour. That gives legal and operations immediate access to NDAs, MSAs, and pilot files at the post-sale handoff.

Create organized contract folders when deals close for legal