Move contract files, create folders, and update records
Move contract files, create folders, and update records
Your contract files are scattered and not linked to deals, slowing program prep. It organizes files into company and contract folders and links them to the deal so staff can act same day.
Overview
Scattered contract files for training and consulting deals slow program setup and billing. This flow files signed agreements into company and contract folders, updates CRM and board links, and gets coordinators the documents they need same day.