For business owners: capture every emailed proposal centrally
For business owners: capture every emailed proposal centrally
Business owners emailing proposals lose outreach records when messages get buried, leading to missed follow-ups. Capture each sent proposal in one proposals log so follow-up is prioritized.
Overview
Business owners can't afford missed proposals that stall outreach and obscure pipeline visibility. This workflow captures every sent proposal into a single proposals log so follow-up is prioritized and outreach history is complete. Users report faster handoffs and fewer missed follow-ups after rollout.
Notable Features
- Create centralized proposal records
- Attach original email and attachments
- Notify business owner on new entries