Create Project once Proposal is Accepted
Amanda Aparicio
Once a proposal is signed, automatically create a project based on the settings for the proposal itself.
With the project-based billing feature, ensure you can set a dollar budget when creating the project.
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Stefani J Bean
We NEED this functionality! If a project starts with a signed proposal, which FC can & does prepare, why can't FC also create a project for that signed proposal? Been asking for this for while and would REALLY love this to be automated. Additionally, as noted earlier, it would be great to have the flexibility to create multiple projects from the same proposal (to be able to pick which service items from the proposal get included on the created project).
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Natashia Velasquez
Merged in a post:
Automation Based on Signed Engagement/Proposals
Amanda Aparicio
Kickoff automation activities like sending an onboarding email, task list, etc based on receiving and paid and signed proposal and engagement.
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Abraham Ekstein
cannot beleive this is nort possible after chasing for an hour what I am doing wrong!
Autopilot
Merged in a post:
create project once proposal is accepted
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RYAN R FIEVEZ
Ideally, per line item — each service maps to a specific project template (1040 prep → 1040 template, entity return → entity template, etc.)
As long as the signed proposal is linked so they can reference what was included
Autopilot
Merged in a post:
Create Project once Proposal is Accepted
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Connor Malatesta
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Jenna Lee Dillon
Yes, why is this possible for other proposal systems and not for the inborn proposal system? It seems like they want us to use other companies for proposals
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Natashia Velasquez
Would be helpful if the automation can create the projects based on what they signed off on in the proposal.
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Cesar Nunez
This would be very helpful and efficient, especially as my team grows. Please make this a high priority to add that feature. We switched over to FC's proposal system and really enjoy it. The only thing missing is that automation for projects to be created once a proposal is accepted. It would be great if you can adjust the projects based off the proposal or invoice template.
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Rick Fox
AGREED! And it would be even better if you could create/link each proposal line/item to a project. That way, we could look at profitability of our work but proposal line item.
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MJ Sullivan
Yes - it would be very helpful to have an automation that would create an onboarding project that contains it's own automation since it is easy to miss the notification email that a client has signed a proposal.
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