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Create deal folders and add starter proposal templates

Create deal folders and add starter proposal templates

When a deal issue updates, your reps skip creating a deal folder and docs, causing prep delays. Assets are available so reps and delivery can start ahead of meetings.

Create deal folders and add starter proposal templates

Overview

Deal handoffs stall when folders and starter documents are created ad hoc, costing reps and delivery time. This flow guarantees a standard deal folder, drops in starter proposal materials, and pins the link to the CRM so teams have materials ready ahead of meetings.

Create deal folders and add starter proposal templates