Update deal and contact from signed proposal document
Update deal and contact from signed proposal document
Your proposal PDFs sit outside CRM, leaving deals without revenue or tag context. Updating contacts and deals keeps campaigns aligned and reporting accurate same day.
Overview
Signed proposals should update your marketing database automatically so campaigns and onboarding run without manual handoffs. This flow enriches contacts and deals with signed PDFs and revenue context, enabling same‑day campaign triggers and accurate closed-revenue reporting.