Create preliminary soft-offer and add seller to CRM
Create preliminary soft-offer and add seller to CRM
Your offer sheet rows often lack a generated PDF or linked seller record, delaying outreach and deal progress. The workflow produces a templated soft-offer PDF and updates the seller contact so follow-up occurs same day.
Overview
New seller rows should turn into actionable leads, not admin work. This flow generates a templated soft-offer PDF, attaches it to the seller record, and writes the link back to the sheet so acquisitions can follow up same day.