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Create financing invoice slide and attach to proposal

Create financing invoice slide and attach to proposal

Proposal records lack invoice PDFs after payment events, forcing manual assembly. It creates a financing slide PDF and links it to the proposal so coordinators can bill same day.

Create financing invoice slide and attach to proposal

Overview

When payment events come in, missing invoice attachments slow billing and create needless busywork for proposal coordinators. This workflow auto-creates a branded financing slide, exports a PDF, and pins the link to the proposal so billing and outreach can proceed within minutes.

Create financing invoice slide and attach to proposal