Create and attach proposal to opportunity record instantly
Create and attach proposal to opportunity record instantly
Your opportunities lack attached proposals after a request, leaving reps without a sharable pricing doc. Add a proposal URL to the opportunity record so reps can outreach same day.
Workflow preview:
Zap details:
Overview
When reps request a proposal, it should be ready and linked to the opportunity without manual work. This workflow creates the correct proposal preset, publishes it, and pins the proposal URL on the opportunity so reps can share it within minutes for faster follow-up.