Tag signed agreements by pricing package for onboarding
Tag signed agreements by pricing package for onboarding
Signed agreements arriving without package tags make your sales ops manually verify documents and delay billing. It tags contacts with the agreed package so onboarding and invoicing start same day.
Overview
Signed contracts often sit in inboxes while teams hunt for the right package, delaying onboarding and invoicing. This flow tags the customer record with the agreed pricing package and a signed marker so onboarding and billing can start the same day.