Internal Deal Submission

Contract & Payment Setup

Use this form to finalize a closed deal. It will send the contract to the client and prepare for payment + onboarding.

Client Deal Handoff – Contract & Payment Setup

Enter the full agreed amount for this deal.
Paste the exact Copilot link created for this client’s deal
Any useful context for onboarding or delivery (e.g., custom terms, urgency, or anything discussed)
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