For project managers: keep trackers updated on signed contracts
For project managers: keep trackers updated on signed contracts
Project managers miss completed envelopes, leaving signed contracts off project records and stalling milestones. This automation updates records and attaches signed documents so project managers can advance tasks and close milestones.
Overview
Signed contracts often never make it into project records, which stalls handoffs and delays milestone closure. Connecting your e-sign tool to your project tracker ensures signed documents and status updates land in the right record, eliminating manual chasing and enabling project managers to advance tasks and close milestones.
Notable Features
- Attach signed documents to records
- Update project status on envelope completion
- Notify project managers with attachment link