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Update deal stage when contract sent to client

Update deal stage when contract sent to client

Your deals miss signature context when contracts are sent, leaving reps blind to agreement progress. Keep deal stages current so reps can act on pending signatures the same day.

Update deal stage when contract sent to client

Overview

Contracts leaving your signature provider should automatically move pipeline records, not sit unnoticed. This flow updates deals and publishes contract summaries to your agreements channel so reps see signature status and act the same day.

Update deal stage when contract sent to client