Generate and send engagement letters, update client records, and notify the team in Discord
Generate and send engagement letters, update client records, and notify the team in Discord
Create engagement letters in Better Proposals when new client records are added in Airtable, update the original record, and notify your team in Discord for faster onboarding and improved communication.
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Overview
Create engagement letters in Better Proposals when new client records are added in Airtable, update the original record, and notify your team in Discord for faster onboarding and improved communication.