Business owners: generate proposals and attach document IDs
Business owners: generate proposals and attach document IDs
Business owners juggling job records miss proposal tracking, risking delayed signings. Send proposals and save the document ID to the job record for consistent contracts and faster handoffs.
Overview
Owners lose deals when proposal tracking falls apart. This workflow generates and sends client proposals from each new job and writes the document ID back into the job record, eliminating manual tracking gaps and enabling faster handoffs. Expect fewer tracking errors and smoother contract delivery.
Notable Features
- Generate proposals from job records
- Email proposals to clients instantly
- Write document ID back to job