Sample run · fictional client
Deal to cash
When a proposal is accepted, the contract goes for signature, a project opens, the amount 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.
- 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.