Renewables CTOs: Create delivery projects from signed deals

Operations coordinators lose contract scope and BOMs when deals remain in sales, causing installation delays. This workflow creates delivery projects and line items quickly so installers get scope.

Overview

Signed contracts that sit in sales leave operations scrambling for scope and BOMs, which stalls installations and raises rework risk. This workflow moves contract data into your delivery system and creates populated projects and line items, eliminating manual handoffs and ensuring installers have complete scope. Operations teams report fewer manual corrections and smoother handoffs.

Notable Features

Create fully populated delivery projects
Generate BOM line items from contracts
Attach contract files and documents