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Create signed agreement item in project tracker board

Create signed agreement item in project tracker board

Your won deals lack a consistent contract handoff, causing missed milestones and delayed invoicing. Create a signed-agreement item in your tracker so handoffs complete and billing can start same day.

Create signed agreement item in project tracker board

Overview

When deals go to won, contract handoffs often fall through the cracks and finance loses time reconciling details. This flow creates a signed-agreement item in your project tracker and flags the deal so project managers and billing can start work the same day.

Create signed agreement item in project tracker board