Update contract value when onboarding task is completed
Update contract value when onboarding task is completed
Your onboarding checklist completions don't populate contract records, causing billing and reporting delays. It syncs contract value fields so billing and analysts have accurate totals same day.
Overview
When completed onboarding tasks don't sync, billing and analysts end up working from stale contract values and miss invoicing windows. This flow captures signed checklist data and writes updated contract values into your reporting base, giving finance accurate totals the same day.