Update deal and store signed contract on completion
Update deal and store signed contract on completion
Your signed contracts complete but CRM records and PDFs remain unsaved, leaving reps without stage or POC details. You get updated deals, stored PDFs, and a team alert for same-day handoff.
Overview
Signed contracts should drive the CRM, storage, and handoff automatically rather than sit as email attachments. This workflow updates the deal, saves the signed PDF to the customer folder, and alerts your sales channel so reps can act and handoff completes same day.