The handoff from sales to delivery is where agencies often lose the details: signed scope, client context, payment expectations, timeline assumptions, and who needs to plan the work.
BreezeLeave connects GetAccept signed documents to clients, projects, documents, and capacity planning so a signed deal becomes structured work instead of another message in a channel.
What goes wrong after a deal is signed
- Signed documents do not create clean client or project records.
- Delivery starts before someone checks team capacity or PTO impact.
- Project documents, retainers, and payment details are not attached to the work.
- Sales, finance, and delivery each keep their own version of the handoff.
GetAccept handoff features
| Capability | Why it matters |
|---|---|
| Client and project sync | Create or update clients and projects when signed documents arrive from GetAccept. |
| Unplanned work intake | Land signed work as unplanned first, then move it into the project planner when capacity is confirmed. |
| Signed document context | Keep signed files and supporting documents attached to the client or project record. |
| Finance and delivery handoff | Carry commercial context into retainers, project accounting, payment schedules, and planning views. |
A cleaner sales-to-delivery workflow
- A proposal or contract is signed in GetAccept.
- BreezeLeave creates or updates the client and project record with the right context.
- The project stays unplanned until a PM checks capacity, PTO, resources, and timing.
- Delivery, finance, and account owners work from the same client and project record.
Frequently asked questions
Does BreezeLeave integrate with GetAccept?
Yes. GetAccept sync can create or update client and project records and attach signed-document context for delivery handoff.
Can signed deals stay unplanned until capacity is reviewed?
Yes. Signed work can land as unplanned project intake so managers can check capacity before committing delivery dates.
Can signed documents be attached to projects?
Yes. Signed documents and related files can stay connected to client and project records for delivery and finance review.