Create accepted proposal note on client CRM record
Create accepted proposal note on client CRM record
Your accepted proposals lack CRM context, leaving billing and partners without details to issue invoices. Acceptance notes are added to the client record immediately, enabling same-day invoicing.
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Overview
Accepted proposals often sit outside the CRM and require manual updates, which stalls billing and onboarding. This workflow writes a clear acceptance note to the client record so billing and partners can prepare invoices and begin onboarding the same day.