Business owners: keep sales reps on proposal follow-ups

Business owners see published proposals go unseen, causing offers to be overlooked. Create a follow-up card on publish so sales reps see client, price and status to act before opportunities lapse.

Overview

Published proposals frequently go unseen and offers get overlooked, putting deals at risk. This workflow turns every published proposal into a visible follow-up card so sales reps have client context, price and status — enabling faster outreach and zero missed follow-ups.

Notable Features

Create standardized follow-up cards
Attach client and price details
Alert assigned sales rep