Notify sales chat when a proposal is signed

Your signed proposals go unannounced to account teams, delaying onboarding and billing preparation. It alerts account and billing so tasks begin the same day.

Notify sales chat when a proposal is signed

Overview

Signed proposals must surface immediately to revenue teams to avoid onboarding and billing delays. This flow posts signed-proposal details into your sales chat within minutes so account and billing can act the same day.

Notify sales chat when a proposal is signed