Keep investment banking proposal envelopes archived and compliance-ready

Operations leaders in investment banking lose signed proposals in inboxes, risking audit gaps. Save completed proposal PDFs to an archive tagged for compliance and retrieval.

Overview

Signed proposal PDFs left in inboxes create audit exposure and slow deal confirmations for investment banking founders. Centralizing completed envelopes into a compliance-tagged archive with alerts ensures retrievable contracts, tighter handoffs, and confidence during audits and close verification.

Notable Features

Save proposal PDFs to archive
Tag contracts with compliance labels
Notify ops and leadership