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Create accepted service record from signed proposal for clients

Create accepted service record from signed proposal for clients

You get signed proposals without structured service records, so billing and delivery lack price and ID context. This captures proposal details and creates client service entries for same‑day invoicing.

Create accepted service record from signed proposal for clients

Overview

Signed proposals often arrive without structured service entries, which stalls billing and onboarding. This flow converts accepted proposals into client service records and compact Service IDs so billing and operations can invoice and onboard the client same day.

Create accepted service record from signed proposal for clients