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Update client board card after proposal is accepted

Update client board card after proposal is accepted

Client project cards aren't updated when a service proposal is accepted, causing onboarding to stall and tasks to be overlooked. Gain instant visibility so coordinators can begin onboarding same day.

Update client board card after proposal is accepted

Overview

When a client signs a proposal, your operations team needs clear, immediate context to start onboarding and billing preparation. This flow updates the project card and surfaces the signed status so coordinators can act the same day and reduce handoffs.

Update client board card after proposal is accepted