Update boards when proposals are signed by clients
Update boards when proposals are signed by clients
Signed proposals and addenda aren't tracked across your boards, creating billing mismatches. That ensures billing and account owners receive updates for same-day processing.
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Overview
Signed proposals that don't update your boards cause billing friction and slow client onboarding; this flow captures signatures and updates project and billing records so account managers can act the same day. It also alerts billing when a matching record is missing, removing manual lookups and reducing follow-up lag.