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Create onboarding task and alert billing when signed

Create onboarding task and alert billing when signed

Your signed proposals miss handoff details, leaving onboarding and billing without deal context. It creates onboarding tasks and alerts billing so setup and invoicing happen the same day.

Create onboarding task and alert billing when signed

Overview

Signed proposals must be handoffs, not loose files. This flow converts each signature into an onboarding task and a billing-ready alert so coordinators and billing staff get full deal context within minutes, enabling same-day setup and invoicing.

Create onboarding task and alert billing when signed