Create new database entry in Notion for Proposify proposal sent, and format submission date
Create new database entry in Notion for Proposify proposal sent, and format submission date
Create a new entry in Notion when a proposal is sent in Proposify, capturing client information, proposal status, and submission date. This ensures accurate tracking and faster onboarding for your sales process.
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Overview
Create a new entry in Notion when a proposal is sent in Proposify, capturing client information, proposal status, and submission date. This ensures accurate tracking and faster onboarding for your sales process.