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Create signed proposal request from new table record

Create signed proposal request from new table record

Your proposal PDFs sit unsigned after intake, delaying approvals and keeping designers from starting scoped work. This sends a prefilled signing request so clients sign and work can begin same day.

Create signed proposal request from new table record

Overview

When intake records are created, this flow turns them into prefilled signature requests so your account team stops chasing approvals. Designers and project managers get signed scope and can begin work same day, cutting kickoff lag.

Create signed proposal request from new table record