PSA Tutorial 4 of 8

Convert proposals into active projects without duplicate work

This walkthrough connects sales and delivery so signed proposals become staffed projects with clean handoff context.

Uses: Proposals, E-signature, Deals, Project ConversionOutcome: Won proposal converted into a live project
1

Create a proposal from opportunity

Why it matters: A structured proposal captures scope, pricing, and terms before execution starts.
  1. Open the opportunity record and select Create proposal.
  2. Add services, pricing model, and delivery assumptions.
  3. Attach terms and expected timeline.
What you will see: Client-ready proposal is generated from sales data.
2

Send proposal for e-signature

Why it matters: E-signature speeds approval and creates auditable acceptance.
  1. Send the proposal to decision makers via secure link.
  2. Track open and sign activity in timeline.
  3. Follow up on pending signatures from reminders.
What you will see: Proposal acceptance status is visible in real time.
3

Mark deal won and trigger project creation

Why it matters: Automated conversion removes manual re-entry between sales and operations.
  1. Update opportunity stage to Won after signature.
  2. Use Convert to project action.
  3. Review copied scope, contacts, and pricing details.
What you will see: A new project is created with sales context preserved.
4

Assign team and launch execution

Why it matters: Fast staffing after handoff reduces idle time and improves kickoff speed.
  1. Assign project manager and initial delivery team.
  2. Create kickoff tasks and milestone dates.
  3. Notify stakeholders and start delivery tracking.
What you will see: Your signed proposal is now an active project ready for delivery.

Sales-to-delivery handoff is now seamless

Your team can move from signed proposal to execution in one connected flow, with no duplicate data entry and full lifecycle visibility.

Next tutorial: Multi-currency invoicing setup

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