Create quoted deal record and send proposal email
Create quoted deal record and send proposal email
Your quote requests arrive without CRM records or an assigned rep, leaving sales lacking context and follow-up delayed. You get a deal record, associated contact, and a proposal email sent same day.
Overview
When prospects request quotes, manual entry and missing owner assignments slow closers and delay demos. This flow converts a submission into a deal, contact, and a templated proposal email so reps can follow up and schedule walkthroughs same day.