Enhance your post-signature workflow with an attached signed proposal.
What’s new
You can now automatically attach the fully signed PDF contract to the final Deal Won email.
Previously, once the last party signed, stakeholders were notified that the deal was closed and had to return to the DealRoom to download the document. Now, the signed proposal is delivered directly to their inbox as soon as the deal is won.
Why use it
- Save time by eliminating manual downloads and follow-ups.
- Give Legal and Finance teams instant access to the signed document.
- Create a smooth and complete closing experience for your customers.
How to enable
- Go to Advanced Settings > DealRoom Settings.
- Enable “Attach proposal document to ‘DealRoom: Fully Signed’ email”.
- Enjoy a seamless workflow for every signed deal.
