Save completed IT transfer contracts for post-sales coordinators before renewals lapse

Your completed IT transfer contracts sit in the e-sign system, causing delayed handoffs and missed renewal triggers. Post-sales coordinators get the signed PDF attached to the participant record and stored in the project folder before renewals lapse.

Save completed IT transfer contracts for post-sales coordinators before renewals lapse

Save completed IT transfer contracts for post-sales coordinators before renewals lapse