Help IT keep Jobs/Quotes marked sent after contract delivery
Help IT keep Jobs/Quotes marked sent after contract delivery
IT admins see DocuSign envelopes go untracked, leaving Jobs/Quotes with stale 'Sent' status and causing missed follow-ups for sales reps. Update Jobs/Quotes so sales reps can follow up promptly.
Overview
When contract sends aren't reflected on Jobs/Quotes, sales reps miss follow-ups and pipeline accuracy suffers. This DocuSign-to-record update keeps contract status current so sales and operations get reliable handoffs and zero missed follow-ups.
Notable Features
- Update Jobs/Quotes status to Sent
- Match envelope ID to record
- Notify sales reps and ops