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Create kickoff task and invoice from signed proposal

Create kickoff task and invoice from signed proposal

Signed proposal PDFs and pricing rows sit unprocessed and delay billing and project start. Generate the invoice and kickoff task with subtasks and notify teams so work begins same day.

Create kickoff task and invoice from signed proposal

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Overview

When a client signs your proposal, billing and delivery shouldn't wait. This flow creates the approved invoice, provisions a kickoff task with estimates and subtasks, and alerts billing and PMs so the project can start same day. Reduce handoffs and accelerate time-to-bill.

Create kickoff task and invoice from signed proposal