Update Opportunity contract signed date and start date
Update Opportunity contract signed date and start date
Completed contract documents don't update opportunities, leaving onboarding and billing without signed dates. Updates populate signed date and signer on the opportunity so handoffs occur same day.
Overview
When a templated contract is signed, the opportunity should immediately reflect the signed date and signer so teams can act without waiting for manual updates. Implementing this reduces handoff friction and ensures account and billing teams have accurate dates for same-day processing.