Attach signed proposals to deals and update quotes
Attach signed proposals to deals and update quotes
Signed proposals arrive by webhook without a linked deal, leaving deal owners without context. Attach the PDF and update deal fields so owners get proposal and pricing context within minutes.
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Overview
Signed proposals that don't land on the right deal create friction and slow sales handoffs; this flow closes that gap. Implementing it attaches the signed PDF and updates deal fields automatically, giving deal owners proposal and pricing context within minutes so follow-ups happen faster.