Create signed proposal alert for delivery and ops

Signed proposals reach your team with no handoff, leaving account managers unsure which tasks to start. They receive signed-proposal context so onboarding and billing begin same day.

Create signed proposal alert for delivery and ops

Overview

Signed proposals should trigger immediate, visible handoffs—right now they often sit unread and delay onboarding. This workflow turns each signature into a clear team message so account managers and delivery leads can act within minutes and start billing and kickoff tasks same day.

Create signed proposal alert for delivery and ops