Create project folders and invoice from form submission
Create project folders and invoice from form submission
Your engagement form submissions start new jobs that need folders, contacts, and quoted fees; manual setup delays invoicing. It creates project folders, a draft invoice, and a record so coordinators and billing act same day.
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Overview
New engagement submissions often stall because someone has to create folders, find the signed proposal, and draft an invoice manually. This flow provisions the full job workspace, drops in the proposal, creates a draft invoice, and logs the job so coordinators and billing can start work within minutes.