Save signed contract PDFs and attach to deal
Save signed contract PDFs and attach to deal
Your signed contracts and certificates are scattered, leaving deal owners without clear evidence or timestamps. Save PDFs to each deal and post a CRM note so owners can verify signatures same day.
Overview
When signed contracts aren't attached to their deals, reps and legal waste time locating proof and closing is delayed. This flow files signed PDFs into the correct deal folder and posts a timestamped CRM note so deal owners can verify evidence same day.