Create proposal drafts from contact updates for clients

Contact updates needing a diagnostics proposal force manual document assembly and delay follow-up. Get tailored diagnostic proposals generated automatically so clients receive proposals same day.

Overview

Manual proposal prep wastes time and stalls client momentum when contacts are flagged for a service. This flow turns those contact changes into ready-to-review proposal drafts attached to the client record, so consultants can deliver proposals same day and keep deals moving.