Update deal rows with signed engagement agreement status
Update deal rows with signed engagement agreement status
Your signed engagement agreements arrive but aren't linked to deal rows, so billing and onboarding stall. Get signed status into your deal sheet so ops staff can trigger billing and onboard same day.
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Overview
Signed agreements that don't update deal records create billing and onboarding bottlenecks and force manual lookups. This flow writes final document status into your deal sheet within minutes so ops and billing can trigger next steps the same day.