Save signed proposals to document store and notify team
Save signed proposals to document store and notify team
Signed proposals unfiled leave billing and onboarding without the final PDF and client context. It files the signed proposal link and alerts stakeholders so work can start the same day.
Overview
Signed proposals often sit unfiled, delaying invoices and client onboarding. This flow files the signed PDF link into your document system and pings billing and ops, so downstream work can start the same day.