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Create and send client proposal, record shortlink to CRM

Create and send client proposal, record shortlink to CRM

Your deal proposals sometimes aren't sent or recorded, leaving reps without context. It creates and sends a proposal, stores a shareable shortlink in the CRM, and enables same-day follow-up.

Create and send client proposal, record shortlink to CRM

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Overview

Unsent or untracked proposals stall deals and waste founder time. This flow generates and sends a branded proposal, captures a shortlink back into your CRM and marketing record, and gets reps ready to follow up same day.

Create and send client proposal, record shortlink to CRM