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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

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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