For IT teams: attach signed contracts to deals

IT admins see signed PDFs unlinked to deals, forcing sales reps to chase agreements and stalling closes. Attach PDFs to deals and create quotation records so sales reps have contract visibility.

Overview

Unlinked signed contracts make sales reps chase paperwork and stall closes, creating handoff friction and forecast uncertainty. This workflow attaches signed PDFs to the matching deal and creates a quotation record so reps have immediate contract visibility and accurate deal documentation, eliminating missed attachments and improving handoffs.

Notable Features

Attach PDFs to deal records
Create quotation records from contracts
Notify sales reps on attachments