Add proposal recipients to post-sale review request list

Your proposal recipients aren't added to the review list, so requests are inconsistent and reputation momentum stalls. Add recipients to your review queue automatically so requests go out same day.

Add proposal recipients to post-sale review request list

Overview

Proposals are a prime moment to capture customer sentiment; if recipients fall through the cracks you lose review velocity and sales credibility. This workflow captures proposal recipients into your review pipeline automatically so your team can send review requests the same day and preserve post-proposal momentum.

Add proposal recipients to post-sale review request list