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Create signed engagement record in your project tracker

Create signed engagement record in your project tracker

When a proposal adds a 1040 service, your engagement list lacks a structured record and owners cannot start prep or billing. Get a complete signed engagement record with contact fields populated for operations and billing same day.

Create signed engagement record in your project tracker

Overview

Signed engagements should immediately drive operational work, not sit in a proposals inbox. This flow creates a complete engagement record with contact details and service metadata so operations and billing can start same day and avoid setup delays.

Create signed engagement record in your project tracker