Project managers: deliver ready-to-sign proposals after costing completion
Project managers: deliver ready-to-sign proposals after costing completion
Project managers missing final costing delay sign-off and cause rework. It guarantees ready-to-sign proposals in the client folder, letting sales and project teams begin approvals.
Overview
Costing finalization shouldn't become a handoff bottleneck that stalls sign-off and risks delivery timelines. Turn each costing completion into a pre-filled, e-sign ready proposal stored in the client folder so sales and project teams start approvals without confusion; teams report fewer document errors and smoother handoffs.
Notable Features
- Create pre-filled proposal documents
- Place proposals in client folder
- Enable e-sign and notify teams