Create and attach proposal PDF to deal record
Create and attach proposal PDF to deal record
Proposal PDFs are manually assembled when deals enter the offer stage, delaying sends and creating inconsistent offers. It saves sales reps time and ensures consistent offers are sent same day.
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Overview
Manual proposal assembly slows deals and produces inconsistent offers. This flow generates a templated proposal PDF, attaches it to the deal record, and returns a short share link so reps can send polished proposals same day. That reduces follow-up friction and preserves a single source of truth in the CRM.