Update deal stage and save signed proposal to CRM
Update deal stage and save signed proposal to CRM
You face unlinked signed proposals and deal stages, leaving your reps without contract context and delaying billing. This links the signed PDF to the deal and updates stage for same-day handoffs.
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Overview
Signed proposals that aren't tied to deals create extra work for reps and slow billing. This flow automatically archives the signed PDF and pushes signature status into the deal so account managers and billing see contract context for same-day handoffs.