Create proposal document from deal submission with services
Create proposal document from deal submission with services
Your deal records lack formatted proposals, forcing consultants to assemble line-item pricing and rep details manually. The workflow produces populated proposal PDFs ready for client review same day.
Overview
Manual proposal assembly ties up consultants and delays client responses; this flow converts deal webhooks into ready-to-send proposal PDFs. Proposal managers get accurate, line-itemed proposals with rep contact details, enabling same-day client review and faster close cycles.