Create proposal PDF from form and alert contracts team

Your proposal form submissions are unformatted, causing manual assembly delays and errors for sales and contracts. They become formatted proposal PDFs and the contracts team is alerted same day.

Overview

Unformatted proposal submissions force your sales and contracts teams into manual assembly and slow client responses. This flow converts each submission into a ready-to-send proposal PDF and alerts the contracts team within minutes, speeding review and outreach.