Add accepted proposals to client contact records automatically
Add accepted proposals to client contact records automatically
Your accepted proposals sit outside your contact system and delay onboarding and invoicing. It captures accepted engagements into your contact list so billing and onboarding can start same day.
Overview
Accepted proposals can fall through the cracks and delay billing and client onboarding. This flow captures accepted engagements into your contact system and attaches proposal context so billing and onboarding teams can act the same day.