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Create program pricing sheet and attach to deal

Create program pricing sheet and attach to deal

You lack deal-linked pricing sheets after program changes, delaying quotes for property teams. It creates or finds the program pricing sheet and links it to the deal so quoting can proceed same day.

Create program pricing sheet and attach to deal

Overview

Program changes on deals often leave reps copying templates and delaying quotes. This flow finds or builds the correct program pricing sheet and writes its URL to the deal automatically, so reps can quote and onboard the same day.

Create program pricing sheet and attach to deal