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Create sale and attach signed proposal to appointment

Create sale and attach signed proposal to appointment

Your signed proposal PDFs remain unlinked to appointments, leaving records missing sale detail and delaying billing. You get the sale created, PDF attached, and a customer added for same-day billing.

Create sale and attach signed proposal to appointment

Overview

Signed proposals that sit unlinked force reps and billing to chase paperwork and delay invoicing. This flow turns a signed proposal into a Sale, attaches the PDF to the appointment, and creates the customer/job in accounting so invoices can be issued the same day.

Create sale and attach signed proposal to appointment