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Create client contract and invoice from new emails

Create client contract and invoice from new emails

Your onboarding emails can hide contract details and miss billing windows for new animation projects. Auto-drafted contracts and invoices are routed for approval and sent before project kickoff.

Create client contract and invoice from new emails

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Overview

If onboarding drags because emails aren’t turned into contracts and invoices, projects start late and billing slips. This flow converts qualifying inquiries into approved contract and invoice drafts with a human checkpoint, so engagements can be finalized and billed the same day.

Create client contract and invoice from new emails