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Create product quotation and attach to deal record

Create product quotation and attach to deal record

Your deals arrive without a linked quotation, leaving reps without proposal context or a client-facing quote link. Get a generated quotation attached to the deal for same-day outreach and follow-up.

Create product quotation and attach to deal record

Overview

When deal events don't produce formal quotations, reps waste time manually creating files and lose momentum with prospects. This workflow makes a CPQ quotation, links it to the CRM deal, and adds the product line so reps can reach out with a formal quote within minutes.

Create product quotation and attach to deal record