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Create organized deal folders and save signed PDFs

Create organized deal folders and save signed PDFs

Your completed contracts sit in inboxes and personal folders, slowing deal handoffs. They are filed into client folders on the shared drive for fast handoff within minutes.

Create organized deal folders and save signed PDFs

Overview

Signed agreements often live in inboxes or personal folders, which delays handoffs and onboarding. This flow ensures every completed document is filed into a named client folder and available in the shared drive within minutes for reps and ops.

Create organized deal folders and save signed PDFs