Create reseller certificate document when deal flag set
Create reseller certificate document when deal flag set
Deals mark reseller certificates ready without a PDF, leaving reps with missing compliance paperwork. The workflow creates and attaches a certificate to the deal so onboarding finishes same day.
Overview
When the reseller-certificate flag is set on a deal, reps often lack a ready PDF to share, slowing onboarding and compliance. This flow creates a certificate from your template and links it to the deal so reps and ops can complete onboarding the same day.