Create pricing amendment document and attach to company
Create pricing amendment document and attach to company
Pricing amendment requests on company records stall without a signed contract, delaying billing. It creates and links the amendment to the company record so account teams can act same day.
Overview
When a company's pricing amendment flag flips, this flow produces the correct amendment and links it to the company record so account teams stop waiting on manual docs. That shortens turnaround and gets amendments ready for legal and billing same day.