Notify team and billing when proposal is signed

Your accepted proposals can go unnoticed, delaying invoices and client kickoff for your billing staff. Notify billing and engagement leads immediately so invoicing and onboarding begin same day.

Notify team and billing when proposal is signed

Overview

Signed proposals should trigger action, not a manual hunt for details. This flow posts a clear channel message within minutes so billing and engagement leads can issue invoices and schedule client kickoffs the same day.

Notify team and billing when proposal is signed