Update contract record and attach signed agreement PDF
Update contract record and attach signed agreement PDF
You get completed agreements but contract records lack the signed PDF or status, delaying billing and onboarding. Attach PDF and set contract received so account managers have full context same day.
Overview
Signed agreements often sit outside the CRM, leaving reps without the final file or an accurate contract status. This flow writes the signed PDF and status back to the contract record so account managers see the full context and can act same day.