Create draft invoice from proposal acceptance form entry
Create draft invoice from proposal acceptance form entry
Accepted proposals arrive as form entries without invoices, delaying billing and leaving customer billing data incomplete. It creates draft invoices and contacts for review so billing can proceed.
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Overview
Proposal acceptances should trigger billing — not more manual work. This flow converts each accepted proposal into a draft invoice and contact record so your billing staff can review and issue invoices the same day, reducing follow-up and missed payments.