Create proposal and client records in your database
Create proposal and client records in your database
Your accepted proposals and new client info often don't reach the billing database. Create proposal and client records in your central database to keep billing accurate before invoicing.
Overview
When proposals and new client details aren't recorded centrally, billing stalls and manual reconciliation grows. This flow writes proposal and client records into your central database so revenue ops and billing can invoice accurately and avoid delays before the next billing run.