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Create and send proposal to new lead form submissions

Create and send proposal to new lead form submissions

You receive lead form submissions without a proposal attached, so reps must draft offers and lose momentum. Ready proposals are sent automatically to prospects for same-day outreach.

Create and send proposal to new lead form submissions

Overview

Lead form submissions often arrive without a ready proposal, which forces reps to draft offers and lose momentum. This flow turns qualifying submissions into populated contracts and notifies sales so reps can begin outreach and send proposals the same day.

Create and send proposal to new lead form submissions