Save completed signed agreements and update partner records
Save completed signed agreements and update partner records
Your signed agreements pile up and partner records remain out of date, delaying fulfillment and invoicing. Files are saved to a shared folder and records updated so coordinators can act same day.
Overview
Signed contracts left unfiled block fulfillment and delay invoicing; that drains runway for a small specialty brand. This flow saves the signed PDF into your shared folder and marks the partner record as signed so coordinators and billing can act same day.