Create project item from completed proposal for follow-up
Create project item from completed proposal for follow-up
Completed proposals go untriaged, delaying onboarding and billing for client accounts. It creates a follow-up work item so project managers can assign tasks and start billing prep same day.
Overview
Signed proposals should immediately create triage items so your project managers and billing staff can act without delay. This turns post-signature documents into assignable work and preserves invoicing timelines, enabling same-day follow-up.