Skip to content
Templates
Create proposal task and pricing sheet from new deal

Create proposal task and pricing sheet from new deal

Deals moved to the proposal stage lack a starter pricing sheet and an owner, causing proposal delays. You get a prefilled pricing sheet and assigned task so proposals are ready same day.

Create proposal task and pricing sheet from new deal

Workflow preview:

Zap details:

Overview

When deals enter the proposal stage they often stall while someone builds a pricing sheet and assigns the work. This flow creates a starter pricing spreadsheet, opens a contextual proposal task, and notifies the owner so proposals can be prepared same day.

Create proposal task and pricing sheet from new deal