Save signed contract to file store and update records
Save signed contract to file store and update records
Your completed contract PDFs sit unfiled across systems, delaying legal review and blocking billing. Save signed PDFs and update contract register and CRM so records are accurate ahead of billing.
Overview
Signed contracts that live in email or random folders slow legal close and delay billing. This flow files the signed PDF into a dated agreement folder and updates your contract register and CRM so legal and billing teams have accurate records ahead of the next billing run.