Mark completed contracts, upload final file, update CRM
Mark completed contracts, upload final file, update CRM
You lose deal context when approvals complete without the signed contract attached, slowing revenue handoffs. The workflow posts the final PDF and updates the deal status so handoffs occur same day.
Overview
Signed contracts often land without deal context, leaving revenue ops and billing stalled. This workflow captures the final PDF, attaches it to the deal record, and surfaces the status so legal and revenue teams can complete handoffs same day.