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Create and send offer from CRM activity to client

Create and send offer from CRM activity to client

Your published sales activity still needs manual offer and billing setup, delaying outreach. It creates a billing record and sends the proposal, so prospects receive offers same day.

Create and send offer from CRM activity to client

Overview

Stop manual offer assembly and duplicate customer entry; published sales activities should produce a ready-to-send proposal and billing record automatically. That change reduces handoffs and gets offers into prospects' inboxes the same day.

Create and send offer from CRM activity to client