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Create client workspace, documents, and invoices on handover

Create client workspace, documents, and invoices on handover

Accepted proposals don't always create the client board, folder, or invoice, which stalls onboarding. This builds the board, Drive folder, SOW and invoice so coordinators can begin work same day.

Create client workspace, documents, and invoices on handover

Overview

When a lead moves to an onboarding-ready state, delays in creating boards, documents and invoices cost time and momentum. This flow creates the client board, folder, SOW, proposal and invoice so your onboarding coordinators can start work the same day and avoid handoff bottlenecks.

Create client workspace, documents, and invoices on handover