Update contract records with signed eSign PDFs and fields
Update contract records with signed eSign PDFs and fields
Your signed eSign PDFs often sit unfiled, leaving contract records incomplete and billing stalled. Contracts and billing can act once signed PDFs and key fields are attached to the record the same day.
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Overview
Signed contract PDFs frequently sit in inboxes and create manual work and billing delays. This flow attaches the signed PDF and extracts key fields into the contract record so contracts and billing can process payments the same day.