Sample run · fictional client
Proposal to paid project
When a proposal is accepted: the contract goes for signature, the flow waits for signatures and the advance, then a project opens, the balance goes to Collections and the welcome email waits for you.
- A proposal is accepted · freeRuns when a client accepts a proposal you shared.
- Send for signature · 5 credits · asks you firstDocs turns the contract into a PDF and sends it to the client, then you. Signed copies are emailed to both.
- Wait until it is signed · freeHolds the flow until everyone has signed the document, then carries on by itself.
- Wait for the advance payment · freeHolds the flow until the advance on the proposal is paid. Proposals without an advance go straight on.
- Open a client project · freeOpens a project with your kickoff tasks, shown to the client in their portal.
- Add the amount to Collections · freeCollections adds the amount as a due in 7 days and sends polite reminders from then, each waiting in Approvals.
- Welcome email with portal · freeDrafts a welcome email with the client portal link. It waits in Approvals.