Create license document and update deal record automatically
Create license document and update deal record automatically
Your completed proposal documents often need manual license drafting and CRM updates, slowing deal owners and engineers. You receive ready-to-send licenses and CRM updates so deals progress same day.
Overview
When a proposal completes, this flow creates the license, updates the deal, and logs the event so deal owners and engineers stop hand-editing documents. That removes manual handoffs and gets licenses and CRM updates into the hands of the team the same day.