Update CRM deal and store signed contract file
Update CRM deal and store signed contract file
You miss contract context when signed PDFs sit in separate folders instead of the deal record. Attach the signed PDF to the deal and update its stage so sales and billing act the same day.
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Overview
Signed contracts often live outside the CRM, delaying renewals and billing handoffs. This workflow extracts contract data, attaches the signed PDF to the deal, updates the deal stage, and notifies sales and finance so teams can act the same day.