Create draft invoice and onboarding tasks from accepted quote
Create draft invoice and onboarding tasks from accepted quote
Your accepted quotes often sit unbilled and delay contracts for broadcast customers. Create draft invoices, send contract requests, and schedule follow-ups automatically so accounts and AMs act same day.
Overview
Accepted quotes should immediately trigger billing and onboarding, not a backlog of manual tasks. This flow turns quote acceptances into draft invoices, contract requests, and scheduled follow-ups so accounts and AMs can close billing and start onboarding the same day.