Update deal stage and store signed contract for partners
Update deal stage and store signed contract for partners
Your partnership deals miss signed NDA PDFs when documents finish outside the CRM, leaving coordinators unable to start onboarding. This updates the deal and attaches the PDF same day.
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Overview
Signed NDAs frequently land outside the CRM, blocking partner onboarding and skewing your pipeline. This flow updates the deal stage and attaches the signed PDF so partnership coordinators can begin onboarding same day and your sales pipeline reflects true contract status.