Update deal stage and attach executed contract to lead
Update deal stage and attach executed contract to lead
Contract form submissions arrive without a signed PDF, leaving deals stalled. This links the signed PDF to the deal and advances stage so billing and fulfillment proceed same day.
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Overview
When contract forms land without the signed PDF attached, deals stall and billing gets delayed. This flow captures the signed PDF, stores it in your contract folder, and updates the CRM deal so reps and billing can act same day.