Create proposal draft with payment links for clients

Board proposals miss payment links and email text, causing manual copy-paste and delayed follow-up. Get a ready email draft with payment links so proposals can be sent same day.

Overview

Manual assembly of proposal emails and payment links wastes founder and billing time and slows client conversion. This flow auto-generates a ready-to-review email draft plus payment links the moment a proposal version is set, so you can review and send proposals the same day.