Create quote document when deal reaches proposal stage
Create quote document when deal reaches proposal stage
Your proposal-stage deals often lack a ready quote, causing follow-up delays and inconsistent pricing. Create and attach a templated quote so coordinators can send proposals same day.
Overview
When a deal hits the proposal stage, producing the quote should not be manual work. This flow creates a templated PDF, attaches it to the deal, and assigns a same-day follow-up task so coordinators can send polished proposals within minutes.