Create complete client onboarding bundle across your systems
Create complete client onboarding bundle across your systems
Won opportunities often lack billing, project, and document setup, leaving coordinators unprepared. Create those records and contracts automatically so work and invoices start same day.
Overview
When a deal closes, your coordinators and billing team need a ready workspace, billing contact, and signed agreement immediately. This flow turns a marked-won opportunity into project, accounting, folder and signature tasks so onboarding and invoicing can happen the same day.