Create proposal PDF and attach to CRM deal
Create proposal PDF and attach to CRM deal
When proposal rows in your spreadsheet go unprocessed, reps must build offers manually, delaying client follow-up. You get a filled proposal PDF and updated deal record so reps can follow up same day.
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Overview
When offer requests land in your spreadsheet, reps waste valuable time assembling proposals and pricing. This flow auto-generates a populated proposal PDF and updates the CRM deal so reps can follow up the same day and keep the pipeline moving.