Mark signed contracts on deals from completed documents
Mark signed contracts on deals from completed documents
Your signed contracts in the document system leave deals unmarked in CRM, delaying invoicing and project kickoff. Update deals automatically so billing and production can start the same day.
Overview
Signed contracts often live outside your CRM and stall billing and production. This flow marks deals as contract-signed as soon as documents are completed, so billing and design can begin the same day and projects stay on schedule.