Update deal branding permission from completed contract documents

Your completed contracts rarely state if the customer allowed name or logo use, leaving marketing unclear. It sets a deal-level permission flag so teams can act confidently same day.

Update deal branding permission from completed contract documents

Overview

Signed contracts rarely make it obvious whether you can use a customer's name or logo, which slows co-marketing and creates compliance risk. This flow reads the signed PDF, runs a quick permission check, and writes a clear flag to the deal so account and marketing teams can execute compliant outreach same day.

Update deal branding permission from completed contract documents