Update deal record after document parts saved to folder
Update deal record after document parts saved to folder
Sent contract PDFs lack structured storage and deal links, causing missing files and stalled handoffs. Workflow saves split PDFs to the deal folder and updates the deal record for same-day visibility.
Overview
When sent contracts aren’t attached to the right deal, handoffs stall and forecasting gets noisy. This flow splits the completed PDF, files each piece in the deal folder, updates the deal record, and alerts the team so reps and ops see the files the same day.