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Update deal retainer when stage moves to contract

Update deal retainer when stage moves to contract

Retainer amounts vary when deals change stages, creating billing delays for project teams. Billing can invoice same day when the retainer is auto-calculated and written to the deal.

Update deal retainer when stage moves to contract

Overview

When a proposal advances, inconsistent retainer math stalls invoicing and delays project starts. This flow calculates the correct retainer and writes it to the deal so billing and project managers can invoice and schedule work same day.

Update deal retainer when stage moves to contract