Create financing proposal drafts from deal property changes
Create financing proposal drafts from deal property changes
Your deals lack an automated proposal step, so reps spend hours drafting offers and miss outreach. The flow creates editable financing proposals for review and send, so offers go out same day.
Workflow preview:
Zap details:
Overview
When a deal signals it needs a proposal, this flow creates a polished, editable financing draft tied to the contact so owners can review rather than build from scratch. That reduces manual drafting and gets offers into prospects' hands the same day.