Accounting owners get notified when proposals are accepted
Accounting owners get notified when proposals are accepted
Accounting owners miss onboarding and billing opportunities when accepted proposals go unnoticed. Automated alerts notify the owner and staff so onboarding, scheduling, and invoicing can start without manual checks.
Overview
Accepted proposals that go unseen delay client kickoff and risk missed billing. This workflow routes every acceptance to the owner, creates an onboarding task, and notifies staff so onboarding and invoicing begin without manual monitoring.
Notable Features
- Send owner and staff alerts
- Create onboarding task from proposal
- Include proposal details and contacts