Update deal branding permission from completed contract documents
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.
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.