Update account send date immediately after document signed
Update account send date immediately after document signed
Your signed documents don't set an account send date, leaving account managers and billing without a dispatch timestamp. The date is added to the account so teams can invoice same day.
Overview
Signed agreements should update CRM records automatically so manual updates no longer block billing or outreach. This flow stamps the account with the send date on signature completion, enabling account managers and billing to invoice and follow up same day.