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Update deal and create contacts from signed proposal

Update deal and create contacts from signed proposal

Signed proposals outside CRM leave deal fields empty and contacts unlinked for billing and onboarding. It updates deals and creates associated contacts so records are accurate same day.

Update deal and create contacts from signed proposal

Overview

Signed proposals that never reach the CRM create chaos for reps and billing staff; this flow moves signed proposal data into deal records and creates linked contacts. You get accurate deal and contact records within minutes so onboarding and invoicing can proceed same day.

Update deal and create contacts from signed proposal