Update account record and save signed contract to drive
Update account record and save signed contract to drive
Your signed contracts arrive without updated client fields or stored agreements, blocking billing and engagement handoffs. Get updated client records and stored PDFs for same-day invoicing.
Overview
Signed agreements are a key handoff — if they aren't attached to the client record, billing and delivery stall. This flow captures completed signatures, updates account fields, stores the PDF, and alerts ops so invoices can be issued the same day.