Update deal stage for partner-sourced deals to e-sign

Your partner deals sit in the wrong stage, delaying contract sends and skewing campaign attribution. Move them to e-sign automatically so sales and marketing can start outreach same day.

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Overview

Partner-sourced opportunities often sit in the wrong stage and stall signature sends, which slows campaigns and handoffs. This flow moves qualifying partner deals into your e-sign stage automatically so sales and marketing can start signature outreach the same day.