Skip to content
Templates
Create presales folder and templated files for deals

Create presales folder and templated files for deals

When deals reach the appointment scheduled stage, presales templates are scattered and reps lose prep time. Create a ready folder with starter proposals and calculators so teams can prep same day.

Create presales folder and templated files for deals

Overview

When deals hit the appointment stage, fragmented presales materials force reps to scramble and lose prep time. This flow creates a deal folder and seeds it with proposals and calculators within minutes, so presales and campaign managers can prepare same day.

Create presales folder and templated files for deals