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Create and send proposal documents from job rows

Create and send proposal documents from job rows

Your job rows often lack turnkey proposals, leaving estimates unsigned and invoices delayed. It sends a ready-to-sign proposal and records the document ID back to the job same day.

Create and send proposal documents from job rows

Overview

Manual proposal assembly slows down billing and adds admin overhead for small service operations. This flow builds and sends ready-to-sign proposals from each job row and logs the document ID back to the record, enabling same-day client sign-off and faster invoicing.

Create and send proposal documents from job rows