Create commercial proposal document from new project card
Create commercial proposal document from new project card
Your proposal cards arrive without documents forcing sales reps to assemble pricing and timelines manually. Your team receives a filled proposal document with an edit link added to the card same day.
Overview
Manual proposal assembly ties up seller time and introduces pricing inconsistencies. This flow turns a new project card into a ready-to-edit commercial proposal and pins the document link to the card, so reps can review or share the proposal same day.