Store signed work authorization and update deal record
Store signed work authorization and update deal record
Your signed work authorizations often sit unfiled, delaying deal handoffs and installs. Save the signed PDF, link it to the deal, and notify reps so handoffs finish same day.
Overview
Signed work authorizations are critical handoff artifacts; if they’re not filed and linked to the deal, installations stall and reps waste time searching. This flow captures the signed PDF, updates the deal record, and posts the file link to the team channel so handoffs complete same day.