Create new sales deal from sent proposal link
Create new sales deal from sent proposal link
Your sent proposal documents aren’t linked to CRM, so reps lack pricing and a shareable link for outreach. Create a deal with pricing and a document link so reps can act same day.
Workflow preview:
Zap details:
Overview
Proposals that leave the CRM unpopulated create blind spots for reps and revenue operations. This workflow converts every sent proposal into a tracked deal with pricing and a shareable link so reps can follow up the same day and forecasting is complete.