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Create deal from new tender document for sales

Create deal from new tender document for sales

Your tender documents in SharePoint arrive without tracking, leaving bid owners unclear and risking missed outreach. Add deals and notify owners so sales can respond same day.

Create deal from new tender document for sales

Overview

Tender documents often land in shared folders without a clear owner, delaying outreach and risking lost opportunities. This flow creates a deal, attaches the document link, and emails the assigned owner so sales can act same day and keep pipeline accurate.

Create deal from new tender document for sales