Update transaction status when buyer's order document completes
Update transaction status when buyer's order document completes
Your buyer order documents change status without updating deal records, leaving coordinators unsure about next steps. Get status-aligned records and attach the PDF to the deal task same day.
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Overview
When a buyer signs or views an order, your deal record and task queue should update immediately. This flow updates the transaction, computes inspection/payment flags, and delivers the signed PDF to the deal task so coordinators can act within minutes.