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Create invoice and update deal from completed proposal

Create invoice and update deal from completed proposal

Your completed proposals go unbilled and deals lack invoice context, delaying cash collection and manual handoffs. The flow creates draft invoices and updates deals so billing can review them same day.

Create invoice and update deal from completed proposal

Overview

When a client signs a proposal this flow creates a draft invoice and attaches it to the matching deal, removing manual data entry for small teams. That aligns sales and billing and gets invoices ready for review same day.

Create invoice and update deal from completed proposal