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Create product proof files and link to opportunity

Create product proof files and link to opportunity

Your finalized sales forms include product mockups and artwork that need attaching to the deal but are uploaded manually. It creates a deal folder, uploads files, and links them for same-day review.

Create product proof files and link to opportunity

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Overview

When sales forms include mockups, manual file handling stalls production and leaves project managers hunting for assets. This flow centralizes every submitted mockup into a deal folder and links it to the opportunity so production and PMs can start review same day.

Create product proof files and link to opportunity