Update quote status and mark contract signed automatically

Your Quote records lag when signed contracts complete in your document system, causing billing and delivery handoffs to stall. The workflow updates status and flags so teams can act same day.

Overview

Signed contracts should move deals forward, not leave teams waiting for manual updates. This workflow converts completed contracts into an immediate Quote status update so billing and operations can start work within minutes. It removes a common handoff bottleneck for account executives and sales ops.