Move deals to closed won after signed document
Move deals to closed won after signed document
Your signed engagement docs post to a webhook but don't update deal records, causing billing and onboarding gaps. This sets the deal to closed-won so billing and client onboarding can start same day.
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Overview
Signed client documents should move deals forward automatically so billing and onboarding teams can act the same day. This flow eliminates manual stage changes and turns document completion into immediate revenue and client activation.