Move opportunity to signed stage and attach link
Move opportunity to signed stage and attach link
Signed proposal PDFs arriving untracked leave your opportunities outdated and prevent project teams from scheduling. The update sets the opportunity to the signed stage so handoffs occur same day.
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Overview
Signed proposals should flip opportunities to the signed stage instantly so delivery and billing can begin. This flow updates the opportunity record, attaches the signed link and date, and ensures sales and project teams can act the same day.