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Update deal and project when proposal is signed

Update deal and project when proposal is signed

Your signed proposals can sit untracked between sales and operations, delaying onboarding and first invoices. Get deal and project records aligned so billing and operations can start work the same day.

Update deal and project when proposal is signed

Overview

When a client signs a proposal, your deal and delivery records should update immediately instead of waiting for manual handoffs. This flow moves the deal to Won and attaches the signed proposal so account managers and billing staff can start onboarding the same day.

Update deal and project when proposal is signed