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Create proposal folder and attach links to deal

Create proposal folder and attach links to deal

Proposal folders and draft docs are often missing from deals when stages change, leaving reps searching for materials. Get files copied and the deal updated with links so reps can share proposals same day.

Create proposal folder and attach links to deal

Overview

When deals move into the proposal phase, your reps often waste time hunting for the right templates and links. This workflow assembles a deal folder, copies tailored proposal and presentation files, and writes shareable links into the CRM so reps can deliver proposals the same day.

Create proposal folder and attach links to deal