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How to Set an Auto Trigger to Convert a Proposal to a Project After a Contract is Signed?

Updated over a week ago

To streamline your workflow, you can enable an automated setting that instantly converts a proposal into a project once the contract is signed. Follow these steps to activate this feature:

Step 1: Navigate to the “Hi, Username” option in the top right corner. Select settings from the drop-down menu.

Step 2: Scroll down in your settings to find “Proposal to Project Settings”.

Step 3: Click on the “Edit” button on the right.

Step 4: Enable the permission to "Auto Trigger the Proposal to Project on Contract Signed" and click “Update”.

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