Keep sales reps updated on signed contracts instantly

Sales reps miss billing triggers when signed agreements aren't attached, causing onboarding hold-ups. It attaches the signed PDF and updates contract fields so sales and ops can begin onboarding.

Overview

Signed agreements left unattached create onboarding delays and missed deposit triggers for sales. This workflow keeps contract PDFs and status fields current on the account record so sales and operations begin onboarding with accurate information, eliminating manual follow-ups and reducing billing gaps.

Notable Features

Attach signed agreement PDFs to record
Update contract status and deposit fields
Notify sales and operations for onboarding