Start the project when a proposal is signed

How do you start the project when a proposal is signed?

To start the project when a proposal is signed, connect Maito to your e-signature tool, CRM, calendar and task tracker. When it sees the signature, it confirms the signed version and deposit, creates the project with tasks and an owner, and proposes kickoff times. The invite goes out after you pick one.

How it's done today

Someone recreates scope, dates, contacts and tasks from the proposal.

What Maito does

1. 1.Confirm the signed version and deposit
2. 2.Create the project from the matching template
3. 3.Assign the owner
4. 4.Propose kickoff times from the calendar

Example

Loop run: Proposal P-441 signed

SlackEmail

#projects

Maito APP 10:08 AM

Globex website redesign (P-441) is signed. • Signed version: v2, $27,000, by Hannah Wu at 10:05 AM • Deposit: $9,000, marked received in the CRM Oct 18 • Project created from the Website template: 24 tasks, owner Nate, launch target Dec 11 • Kickoff options with Hannah and Nate free: Wed Oct 21, 2:00 PM or Thu Oct 22, 10:00 AM Catch: the CRM also has a v3 draft at $29,500 with SEO added. Hannah signed v2, so no SEO tasks were created.

N

Nate 10:15 AM

@Maito Book Thursday at 10 and invite Hannah.

Maito APP 10:16 AM

Invite for Thursday Oct 22, 10:00 AM sent to Hannah and you. I'll ask Hannah by email whether she wants SEO added, so we can settle v3.

Example complete

How to set it up

What it won't do

It follows the signed document. Changes the customer asked for but didn't sign are not in the project until someone updates it.

Questions