Create signed contract records and notify teams in tracker
Create signed contract records and notify teams in tracker
Signed SOWs and contract PDFs often land without consistent storage or tracking, stalling billing and delivery handoffs. They’re filed, logged, and shared with program coordinators and billing staff so work proceeds same day.
Overview
Signed contracts should trigger action, not manual hunting. This flow files the PDF, logs the SOW in your master sheet, and alerts owners so billing and delivery tasks start within minutes. Program coordinators and billing staff get a single, actionable record to work from the same day.