Create and send offer PDF to prospective clients

Your lead updates leave course offer creation manual and slow. The workflow generates and emails a personalized PDF and updates the lead so reps can follow up same day.

Overview

Manual proposal drafting ties up reps and slows outreach. With this flow, every qualifying lead gets a tailored offer PDF generated and emailed as soon as the record changes, so reps have the document and updated status to follow up the same day.