Mark deal as contract signed and terms updated
Mark deal as contract signed and terms updated
Your signed contracts don't always update deal records, leaving account managers without term visibility. Get deals marked signed and terms populated so teams can start onboarding same day.
Overview
Signed contracts should immediately change deal status and capture term lengths so account managers and billing can act without manual lookups. With this flow, deals reflect signed status and populated terms within minutes, enabling same-day onboarding and accurate first invoices.