Create new client and project from signed agreement email
Create new client and project from signed agreement email
Signed agreement emails in your inbox delay client setup and project kickoffs for bids and deliveries. Create client and project records automatically so billing and project teams can act the same day.
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Overview
Signed agreements that sit in your inbox slow billing and delay project kickoffs for consulting and construction engagements. This workflow creates the client and a live project record automatically so billing and delivery teams can invoice and begin work the same day.