Update customer account with signed agreement ID and link
Update customer account with signed agreement ID and link
Your merged agreements often lack a linked signature ID, forcing manual record updates and slowing billing. Attach signing IDs to customer records so project managers and billing can act same day.
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Overview
When merged agreement PDFs arrive without a linked signing ID, your ops team wastes time hunting down signed files and updating records. This flow uploads the merged PDF to a signing service and writes the signing identifier back to the customer record so project managers and billing can proceed same day.