Create proposal PDF and calendar option for deals

Deals in the proposal stage leave your reps calculating pricing, building proposals, and juggling bookings. It provides a ready-to-send PDF and calendar option for same-day follow-up.

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Overview

When a deal moves into the proposal stage, reps shouldn't spend time assembling PDFs, recalculating totals, or juggling calendars. This flow generates a tailored proposal PDF, updates the deal value, and creates a calendar placeholder within minutes so account managers can follow up same day.