Update job status when a proposal is pending

When proposal documents stay Pending, your job records fall out of sync and follow-ups are delayed. You get Proposal Sent job stages so owners and PMs can act the same business day.

Overview

Proposals that sit as Pending create blind spots in your pipeline and delay outreach; this flow moves the job into the Proposal Sent stage so owners and PMs see accurate status instantly. That clear visibility reduces missed follow-ups and lets your team act within the same business day.