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Create client proposals from updated quote rows automatically

Create client proposals from updated quote rows automatically

When quote rows update without a proposal, your sales process stalls and reps spend time assembling documents manually. Proposals are generated and linked to the quote so reps can send them same day.

Create client proposals from updated quote rows automatically

Overview

Quotes in negotiation often stall because reps must manually assemble proposals, wasting time and delaying outreach. This flow generates the correct proposal from the quote row and links it back so reps can send professional proposals same day.

Create client proposals from updated quote rows automatically