For construction presidents: mark job 'Proposal Sent' when proposals pending

Construction presidents watch jobs stall when proposal docs stay Pending, causing missed follow-ups and scheduling gaps. It marks jobs 'Proposal Sent' so sales and ops start follow-up and schedule work.

Overview

Proposal documents left at Pending cause construction jobs to stall and create scheduling gaps that hit margins and client satisfaction. This workflow keeps job records aligned with proposal status so sales and operations act on pipeline changes, delivering cleaner pipeline visibility and far fewer missed follow-ups.

Notable Features

Update job status to Proposal Sent
Notify sales and operations instantly
Prevent missed follow-ups and scheduling