Update CRM contact record when signed quote completes
Update CRM contact record when signed quote completes
Signed quotes aren't recorded on contacts, leaving billing and reps without agreement dates. The workflow writes a signed-quote flag and signature date so billing can act same day.
Overview
Signed quotes that never land in the CRM delay invoicing and hide revenue readiness. This flow writes a signed-quote flag and signature date to the contact so billing and sales can invoice and follow up same day.