Keep sales deals updated when signed documents arrive

Sales reps lose momentum when signed contracts aren't attached, stalling handoffs. This attaches the signed PDF to the matching deal and moves it to Set Up so reps have clear next steps.

Overview

Signed contracts left off deal records stall pipelines and frustrate account executives. This workflow ensures every signed PDF is attached to the correct deal and automatically advances it to Set Up, giving reps immediate clarity on next steps and preventing manual follow-ups.

Notable Features

Attach signed PDFs to deals
Advance matched deals to Set Up
Notify deal owner of attachment