Update order board when a sales agreement is signed
Update order board when a sales agreement is signed
Your signed order agreements often sit unrecorded, leaving operations unsure which orders are ready for fulfillment. The board is updated automatically so fulfillment and billing proceed same day.
Overview
Signed agreements should trigger action, not a manual hunt through email. This flow updates your order tracker as soon as a contract completes so fulfillment and billing can start same day and avoid hold-ups.