Attach sent proposal ID to the corresponding deal record
Attach sent proposal ID to the corresponding deal record
Sent proposals don't attach to CRM deals, delaying reconciliation and invoicing. It records the proposal ID on the deal so billing and forecasts stay accurate same day.
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Overview
When sent proposals aren't tied to CRM deals, billing and forecasting fall out of sync and invoicing is delayed. This flow attaches each proposal ID to its CRM deal so billing staff and finance leaders can reconcile and issue invoices the same day.