Keep partnership deals updated with signed NDAs in CRM

Sales reps lose deal momentum when signed NDAs aren't attached, causing stalled handoffs and unclear pipeline status. This updates deal stage and stores the signed PDF for instant contract access.

Overview

Missed or unlinked contracts stall partnership deals and create pipeline uncertainty. This workflow advances deals to 'Contracts Signed' and attaches signed NDAs to the deal record, eliminating missed follow-ups and giving sales reps and partnership managers immediate contract access.

Notable Features

Move deals to Contracts Signed
Attach signed NDA PDFs to deal
Notify reps with contract link