ludereach.
07 / Deal desk

Deal desk

Turn an agreed pipeline deal into a contract and get it signed.

Coming soon

This module is stubbed for Phase 1. It plugs into the studio's existing ludefill (pdfFiller style PDF suite with forms and e-sign at Builds/ludefill) product. See PLAN.md for the full roadmap.

TODO before this ships
  • //Add a contract template per product, filled from the lead and agreed amount fields already on the Lead.
  • //Call ludefill's e-sign flow from a lead in status agreed, store the signed document URL back on the lead.
  • //Add a deals table (or reuse leads with a stricter status) once contract versioning matters.
  • //Track amount_paid against the signed contract, not just the agreed number, for real revenue reporting.