Business owners speed proposals via client folders and PDFs
Business owners speed proposals via client folders and PDFs
Business owners lose hot prospects when intake forms sit unprocessed. This workflow creates client folders plus personalized proposals and PDFs from each form so sales deliver ready files.
Overview
Intake forms left unprocessed let prospects go cold and deals stall. This workflow converts every submission into a client folder with personalized proposals and PDFs, enabling sales to send polished, ready-to-send files. The result: fewer manual handoffs, faster proposal delivery, and clearer visibility into new opportunities.
Notable Features
- Create client folder per submission
- Generate personalized proposal and PDF
- Notify sales with ready-to-send files