Notify billing and CS when client agreements complete

You get completed client agreements without account context, stalling billing and customer success handoffs. Gain immediate signed PDFs and account links so billing and CSMs act the same day.

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Overview

Signed agreements often arrive without account context, which stalls billing and onboarding; this workflow delivers the signed PDF and account link directly to billing and CSMs. The result is faster same-day invoicing and immediate onboarding readiness.