Keep business owners informed with accepted proposal tracker

Business owners lose accepted proposals, causing missed onboarding and scheduling errors. This logs each accepted proposal to a shared operations sheet so delivery and admin begin onboarding without manual entry.

Overview

Small business owners risk missed onboarding and chaotic schedules when accepted proposals aren't tracked. This workflow captures every accepted proposal in a single operations sheet so delivery and admin start onboarding without manual entry, eliminating missed services and keeping reporting current.

Notable Features

Record accepted proposals to sheet
Populate contract, schedule, and revenue fields
Notify delivery and admin teams