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Create and email client proposal from new spreadsheet row

Create and email client proposal from new spreadsheet row

Your proposal form rows force reps to assemble documents manually, delaying client outreach and follow-up. The workflow generates a PDF proposal and emails it to the client same day.

Create and email client proposal from new spreadsheet row

Overview

Stop having reps manually assemble proposals from spreadsheet rows. This flow converts a sheet entry into a PDF proposal and emails it to the contact the same day, so account managers spend less time on admin and reach prospects faster.

Create and email client proposal from new spreadsheet row