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Update deal stage and attach completed contingency agreement

Update deal stage and attach completed contingency agreement

Your completed contingency agreement PDFs sit unlinked to deals, delaying contract tracking and downstream tasks. Attach the signed PDF and advance deal stage so deal managers can proceed same day.

Update deal stage and attach completed contingency agreement

Overview

Signed contingency agreements should land directly on the related deal and move pipeline status without manual steps. This flow attaches the signed PDF and advances the deal within minutes, so reps and deal managers can act same day.

Update deal stage and attach completed contingency agreement