For accounting owners: Capture sent proposals into scorecard

Certified public accountants miss sent proposals in spreadsheets, hurting forecast accuracy. Add awaiting-acceptance proposals to the scorecard so owners prioritize follow-ups.

Overview

Untracked proposals create blindspots that distort revenue forecasts for accounting owners. This workflow captures every proposal moved to awaiting acceptance into your sales scorecard, giving owners visible pipeline volume so follow-ups happen before opportunities age.

Notable Features

Create scorecard rows for proposals
Flag aging proposals for follow-up
Notify owners when status changes