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export
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From proposal to invoice without copy‑paste: a clean export handoff
Most errors happen after the deal: manual copy‑paste into PDFs, accounting, and invoices. A strict export flow prevents it.
Export handoff
Once the buyer signs, you want speed—without chaos.
Minimal checklist
- PDF export for sending/archiving
- A handoff for delivery (scope + deliverables + timeline)
- Consistent client data (company, address, VAT)
This article contains general information and is not legal, tax or financial advice. Consult a professional for advice on your specific situation.
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