Update project record on signed contract upload now
Update project record on signed contract upload now
When signed contracts sit only in intake forms, implementation and billing teams miss files and context. The record is updated so coordinators see the contract and start setup same day.
Workflow preview:
Zap details:
Overview
Signed contracts trapped in intake forms delay implementations and billing handoffs. This flow attaches the uploaded contract to the implementation record and updates status so fulfillment coordinators can begin setup same day.