Send client engagement request when proposal is won
Send client engagement request when proposal is won
Signed proposals often arrive without client intake, stalling project setup and billing. It requests the engagement form and saves the signed proposal so ops can start same day.
Overview
When a proposal closes, this flow immediately sends the relationship manager the client engagement form and stores the signed PDF in secure storage. That prevents onboarding bottlenecks and gets ops and billing ready to act the same day.