Add quote creation reminder note to new sales deals

Your CRM deals lack a quick quote link, forcing reps to find prospect emails and delaying proposal drafting. Add an encoded email quote link on the deal for faster proposal prep and same-day outreach.

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Overview

When new deals open without an immediate quote link, proposal drafting stalls and prospects cool off. This flow appends an email-encoded quote link to each new deal so your studio's founders and sales reps can draft proposals and respond same day.