Send client engagement request and store proposal attachment
Send client engagement request and store proposal attachment
Your proposal emails with attachments sit unprocessed, delaying project creation and billing for new clients. Get a formatted intake request and archived attachment so ops can start setup same day.
Overview
Proposal emails with attachments often block project creation when intake steps are not completed; this causes delays for ops and billing. This flow parses the proposal, emails the relationship manager with the intake request and archives the file so operations can begin setup and invoicing same day.