Update client record when proposal is shared with clients
Update client record when proposal is shared with clients
Your proposal shares aren't linked to homeowner records, causing follow-up gaps for a small design practice. You get updated status and a stored proposal link to enable fast client follow-up same day.
Overview
Proposals that go out without being tracked leave small firms chasing clients and delay decisions. This flow updates the project record, stores the signed-ready PDF, and prepares a client email draft so principals can follow up same day and keep projects moving.