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Create templated contract PDFs from updated deal rows

Create templated contract PDFs from updated deal rows

Deal rows that request contracts force your reps into manual templates and tallying, which delays sending. The flow creates a filled PDF contract and attaches it to the deal for same-day sending.

Create templated contract PDFs from updated deal rows

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Overview

Manual contract assembly and tallying wastes rep time and delays invoicing; this flow centralizes calculations and produces a ready-to-sign PDF attached directly to the deal. That means contracts are produced and available for outreach and billing the same day, removing a common handoff bottleneck.

Create templated contract PDFs from updated deal rows