Create quote form links and attach to deals

Your deals lack a tracked quote link, causing manual link creation and inconsistent client follow-up. Links are attached to the deal and logged in your table for reliable outreach within minutes.

Overview

When a deal hits quote pending, reps often waste time building and pasting prefill links, which delays outreach. This flow auto-generates a prefilled quote form link, pins it as a deal note and logs it in your reminders table so reps can follow up within minutes.