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Create and send invoice PDFs from completed proposals

Create and send invoice PDFs from completed proposals

Your completed proposals sometimes miss billing, leaving invoices unissued and payments delayed. This creates invoice PDFs and emails customers automatically so billing can collect invoices same day.

Create and send invoice PDFs from completed proposals

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Overview

Manual handoffs between proposals and billing create late invoices and slow collections. This flow turns every completed proposal into a ready-to-send invoice PDF, archives it to the client folder, and emails the customer so billing can act the same day.

Create and send invoice PDFs from completed proposals