Proposal-to-work automation

Proposals that trigger action, not delays

Smarter automation, smoother execution


Turn every proposal into action automatically. With Cinqd, the moment a service is sold, linked workflows run instantly for the selected client or customer. No manual setup, no delays, just seamless automation that keeps projects moving.
Stay consistent, reduce admin effort, and let automation handle repetitive tasks while your team focuses on closing more deals and delivering value.

Win deals, start work.

Turn signed proposals into action instantly. With Cinqd’s automation, every “yes” triggers the next step, kick off projects, create tasks, and notify teams automatically. No delays, no manual handovers.

Instant project kickoff

When a proposal is accepted, Cinqd auto-triggers tasks, invoices, and workflows instantly.

Seamless work handover

Every “yes” flows straight into action. Proposals connect to task manger and client records automatically.

Zero manual handoffs

Workflows, assignments, and notifications flow automatically from proposal acceptance.

From signed to started

Once a proposal is accepted, Cinqd instantly triggers tasks, invoices, and workflows, so projects, billing, and delivery kick off without delay.

No waiting, no manual setup, just seamless automation that keeps momentum going the moment the client says “yes.” Turn approvals into action automatically.

Proposals that power work

Once a proposal is accepted, Cinqd gets to work automatically. Invoices are generated, workflows are triggered, and tasks are assigned, all without manual input. Close a deal today and have the work started instantly, with complete accuracy and zero delays.

Automation that delivers

Proposals don’t just close deals in Cinqd, they launch projects. From task creation to billing, automation ensures work starts seamlessly, the moment it’s needed.

Frequently Asked Questions

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How does proposal automation work in Cinqd?



Once a proposal is accepted, Cinqd automatically triggers connected workflows such as invoicing, project creation, or task assignments, no manual handoffs needed.

The moment a proposal is accepted, Cinqd automatically triggers the next steps—creating tasks, launching projects, generating invoices, and notifying your team instantly.

No. Cinqd removes manual handoffs by auto-assigning tasks and workflows based on your pre-set rules, ensuring work starts without delays.

Yes. A single approved proposal can trigger multiple workflows simultaneously, such as billing, task creation, and client onboarding.

By instantly launching tasks and notifying teams after approval, Cinqd eliminates downtime between closing a deal and starting the work.

When a proposal is signed, Cinqd automatically assigns the relevant tasks to the right team members, ensuring work begins without delay or manual coordination.

Turn approvals into action instantly

With Cinqd’s automated proposals, every accepted deal triggers the next step whether it’s invoicing, task creation, or workflow launch. Close faster, start faster, and keep momentum going.