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Create short proposal links and update database records

Create short proposal links and update database records

Your updated proposal records often lack share links, causing missed clicks and slower follow-up. Gain a white-labeled short link on the record so you can share proposals accurately within minutes.

Create short proposal links and update database records

Overview

Proposals without consistent, white-labeled links get ignored or mis-tracked, and your reps waste time fixing links and chasing responses. This flow generates and writes a short proposal link back to the record so your team can share and track proposals reliably within minutes.

Create short proposal links and update database records