Enable sales reps to send proposals and schedule calls
Enable sales reps to send proposals and schedule calls
Sales reps lose momentum when proposal stage updates don't trigger outreach, and deals stall. It builds tailored proposal PDFs, emails prospects and shares scheduling links so reps keep deals moving.
Overview
Proposals that sit in drafts cost pipeline momentum and let competitors win deals. This flow converts a stage change into a tailored PDF, prospect email, and scheduling link so reps keep conversations live and reduce missed follow-ups.
Notable Features
- Generate personalized proposal PDFs
- Email prospects with proposal attachment
- Add scheduling links to messages