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Create proposal folders files and link to deal record

Create proposal folders files and link to deal record

You get deal webhooks with no starter folders or templates, leaving proposal assets scattered. It creates proposal folders, copies templates, and links everything to the deal same day.

Create proposal folders files and link to deal record

Overview

Manual proposal setup wastes account manager time and risks missed assets during handoff. This flow standardizes folders, copies the right templates, and writes links back to the deal so teams have proposal materials ready same day.

Create proposal folders files and link to deal record