Keep EV charging sales deals execution-ready after customer signatures

Sales reps closing EV charging deals risk billing and warranty gaps when signed contracts aren't recorded. This flow updates the CRM, stores the signed PDF, and alerts ops and finance.

Overview

Signed EV charging proposals often break the handoff between sales, finance, and ops—leading to delayed billing and missed warranty commitments. This workflow captures the signed PDF, updates CRM deal fields (payment method, warranty program, pipeline stage), and notifies ops and finance so execution proceeds with accurate payment and warranty data and missed follow-ups are eliminated.

Notable Features

Update CRM deal fields
Save signed proposals to cloud
Notify ops and finance teams