Update project to proposal and draft client email
Update project to proposal and draft client email
Your proposal details and project record are scattered, causing engineers to miss client context. This updates the project stage, drafts a client email, and logs the action for same-day follow up.
Overview
When proposal prep is scattered across browser tabs and spreadsheets, engineers spend time reconciling client details instead of moving deals forward. This flow centralizes the action: update the project stage, produce a client draft, and record the change so project leads can follow up the same day without hunting for context.