Update deal expiry dates from updated sales documents

Your proposal and contract documents include expiry dates that don't reach deal records, leaving account teams unaware. Deals stay current so reps see expiry and act ahead of renewal.

Overview

When document expiry dates never reach deal records, account teams miss renewal windows and outreach becomes reactive. This flow writes or clears expiry dates on deals so reps see renewal context within minutes and can act ahead of expiry.