Update CRM deal when document status changes occur
Update CRM deal when document status changes occur
Your proposal eSign statuses aren't reflected on deal records, leaving reps without agreement context and delaying closes. Keep deal agreement status current so reps act on signed proposals same day.
Overview
If proposal and eSign status don't appear on the deal, reps waste time and miss close windows. This flow writes signed/sent status back to the deal so reps have agreement context and can prioritize follow-up the same day.