Update CRM and store signed contracts to project folder
Update CRM and store signed contracts to project folder
Your completed eSign documents often go unfiled, leaving account managers without signed deal records. Signed PDFs go into the deal folder and CRM so provisioning can begin same day.
Overview
Signed work authorizations and waivers should not be hidden in an inbox — they should be on the deal and in the project folder the moment a customer signs. This flow captures the completed document, stores the split PDFs, and updates the deal so account managers can begin provisioning the same day.