Store signed contract PDFs and update onboarding record
Store signed contract PDFs and update onboarding record
Your signed contracts are stuck in email, delaying billing and account managers from creating subscriptions. Save signed PDFs and flag records so teams can start subscriptions same day.
Overview
Contracts that finish signing should not sit in inboxes while billing waits. This flow stores the signed PDF, uploads the audit trail, and flags the client record automatically so billing and account teams can generate subscriptions and begin onboarding same day.