Save completed contract and addendum PDFs to folders
Save completed contract and addendum PDFs to folders
Signed contracts and addenda sit unfiled across inboxes, delaying billing. This files completed PDFs into the correct shared folder so teams can invoice and onboard same day.
Overview
When signed agreements live in inboxes, account teams can't invoice or onboard quickly. This captures every completed PDF and places it in the correct shared folder automatically, so billing and onboarding can proceed the same day.