Update opportunity with signed contract PDF and consent
Update opportunity with signed contract PDF and consent
Your signed forms often arrive unlinked to opportunities, leaving project managers without authorization context. It attaches consent flags and the signed PDF to the opportunity so teams can act quickly.
Overview
Signed consents that aren't attached to opportunities stall installations and force manual chasing. This flow ties signed PDFs and consent flags directly to the opportunity so project managers and business development reps can schedule and progress work same day.