Update deal record when document is published from template
Update deal record when document is published from template
Your reps lose context when sent contract documents don't update deal records, leaving them unsure about signature status. It updates deal status so reps see final docs and act same day.
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Overview
When sent contracts don't update deals automatically, reps chase signatures and manual reconciliation slows closings. Tie published document status directly to the deal record so reps and revenue ops see final documents and act same day.