Create e-sign proposal from project board to client folder
Create e-sign proposal from project board to client folder
Your project board items that finish costing require manual proposal prep, which slows approvals and billing. Get a pre-filled e-sign proposal saved to the client's folder within minutes.
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Overview
When costing is complete on a project, your team shouldn't be assembling proposals by hand. This flow produces a client-ready e-sign proposal and saves it in the project's folder within minutes, so PMs and account coordinators can send and follow up faster.