Cash Flow
€24,500
Revenue
Income €31,200Expenses €6,700
Business Collaboration for Teams
Manage projects, chat, files, clients, approvals, bookkeeping, invoices, and finance in one workspace.
Manage projects, chat, files, clients, approvals, bookkeeping, invoices, and finance in one workspace.
Need clean rollout note before client call. Can we bundle pricing and onboarding in one thread?
Yes. I added proposal summary, kickoff steps, and contract notes below.
Perfect. Keep finance handoff visible too so team can pick it up after sign-off.
Q2-proposal.pdf
Pricing, onboarding, finance notes
Details
Stage
Proposal
Next step
Call Tue 14:00
Owner
Sarah Lane
Files
Q2-proposal.pdf
2.4 MB
handoff-notes.docx
Shared with finance
Campaign launch board
Shared planning canvas. Map processes, sketch ideas, review files, and turn planning notes into work inside same workspace.