Update deal stage when contract envelope is sent
Update deal stage when contract envelope is sent
Your sent signature envelopes aren't linked to the matching CRM deal, leaving reps unsure of contract status. It updates the deal stage and alerts onboarding coordinators within minutes.
Overview
When sent signature envelopes aren't tied to deals, onboarding stalls and reps waste time chasing contract status. This flow updates the deal stage and alerts onboarding coordinators automatically, so contracts are actioned and handoffs occur within minutes.