Keep accepted proposals in client cabinet for business owners

Business owners miss accepted proposals in email, causing onboarding and billing delays. So ops and account managers access contracts and start onboarding and billing without gaps.

Overview

Missing signed proposals stalls onboarding and delays billing, putting revenue and client satisfaction at risk. This workflow guarantees every accepted proposal lands in the client document cabinet and links to your contract registry so ops and account managers start onboarding and billing without gaps. Customers report faster handoffs and zero missed contract filings.

Notable Features

Create client contract records
Attach proposal PDFs to cabinet
Notify ops and account managers