Create and attach sales quotes for new CRM deals
Create and attach sales quotes for new CRM deals
You create company deals without ready proposals or pricing, forcing manual quote prep and slowing customer responses. Get both quote PDFs and add view links to the deal so reps can follow up same day.
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Overview
New company deals often sit waiting for a manual quote while prospects cool off. This flow creates both classic and private quote PDFs, sends them to the requester, and writes view links into the deal so reps can follow up the same day.