Update project records and attach signed agreement file
Update project records and attach signed agreement file
Your signed agreements arrive without a linked project record or accessible contract, which buries the contract and delays billing and kickoff. Attach the finalized PDF to the project and create an asset record so billing and delivery can begin same day.
Overview
When signed agreements aren't linked to projects, billing and delivery stall and your small team spends time hunting for contracts. This workflow attaches the signed PDF, updates the project status, and creates an asset record so billing and delivery can start same day.