Mark signed deals as won and save contracts
Mark signed deals as won and save contracts
Your signed contract PDFs aren't linked to deals, leaving reps and billing teams without the paperwork they need. Update deals and store signed PDFs so teams have the contract same day.
Overview
Stop manual post-signature updates and give reps and billing immediate access to the paperwork they need. Deals move to the signed/won stage and signed PDFs are stored in the shared folder, reducing handoff delays and support tickets same day.