Add sent proposal details to central reporting sheet

Your sent proposals lack a central record, causing missed follow-ups and unclear booking priorities. It logs proposal details to your report so coordinators can prioritize outreach same day.

Add sent proposal details to central reporting sheet

Overview

When proposal activity is scattered, missed follow-ups slow booking momentum; this flow captures every sent quote into a single report. Program coordinators get visibility and can prioritize outreach the same day, so high-value workplace vaccination opportunities are actioned faster.

Add sent proposal details to central reporting sheet