How to set an auto trigger to convert a proposal to a project after a contract is signed?


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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