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Create client proposal from task and log record

Create client proposal from task and log record

Your prospect tasks lack attached proposals, causing manual file assembly and slow client confirmations. You get a ready PDF proposal and updated task for faster follow-up within minutes.

Create client proposal from task and log record

Overview

Stop letting front-desk staff assemble proposals manually; this flow creates a client-facing PDF from a prospect task and attaches it to the task record. Your team can share proposals and move the client to billing within minutes, reducing handoffs and delays.

Create client proposal from task and log record