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Set deal to won and notify finance with signed quote attached

Set deal to won and notify finance with signed quote attached

Signed quotes in the docs leave deals open and block project managers and finance from invoicing. It marks the deal won, sends the signed PDF, and notifies finance so work and invoicing start same day.

Set deal to won and notify finance with signed quote attached

Overview

Signed quotes should immediately trigger deal closure and an invoice request so projects don't stall. This flow turns a completed document into a closed deal and a single, invoice-ready notification, enabling finance and project teams to act within minutes.

Set deal to won and notify finance with signed quote attached