Update deal stage to won and attach signed PDF
Update deal stage to won and attach signed PDF
Completed proposals sit outside your CRM, leaving reps without signed-agreement context and slowing handoffs. Mark deals closed and attach signed files so reps act immediately, within minutes.
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Overview
When signed proposals never make it into the deal record, reps waste time and handoffs stall. This flow marks the deal closed and attaches the signed file so reps and account managers can act immediately, usually within minutes.