Update deal records when lease document is signed
Update deal records when lease document is signed
Your signed lease PDFs don't reach deal records or the upload bucket, causing billing and status confusion. Get deals updated and teams notified so files are visible to billing and reps same day.
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Overview
Signed lease PDFs often stop short of CRM and filing systems, stalling billing and leaving reps without context. This workflow captures the signed document, updates the deal record, uploads the file, and alerts teams so billing and sales see the signed file within minutes.