Save accepted proposal PDFs to organized client folders
Save accepted proposal PDFs to organized client folders
Your accepted proposal PDFs sit in inboxes and delay billing and onboarding for key accounts. Files are saved and renamed into client folders for access within minutes.
Overview
Accepted proposals stuck in inboxes slow down billing and onboarding for your key accounts. This flow saves and renames the final PDF into the client folder and notifies billing and the account manager, enabling handoffs within minutes.