Update signed contract record and enable downstream processing
Update signed contract record and enable downstream processing
Your signed contracts aren't linked to records, leaving coordinators without PDFs for billing. Get records updated with signed PDFs and status so billing and provisioning proceed same day.
Overview
Signed agreements that don't reflect in your records stall billing and provisioning. This flow updates contract records and attaches the signed PDF automatically, so sales ops and coordinators can hand off to billing or fulfillment the same day.