Assign sequential offer numbers to deals on stage entry

Your proposal-stage deals often lack a standardized offer number, causing confusion in quotes and document routing. Get consistent offer IDs assigned so reps and ops can send quotes same day.

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Overview

Deals entering the proposal stage frequently arrive without a consistent offer ID, which slows quoting and creates version confusion. This flow writes a unique, sequential offer number to a central sheet and to the deal record so reps and sales ops can produce and send quotes the same day.