For IT services: Deliver full proposal docs to sales quickly
For IT services: Deliver full proposal docs to sales quickly
Sales reps in IT services miss proposal files in quote webhooks, stalling follow-ups. This workflow retrieves the complete proposal file from each webhook, so sales can review and follow up promptly.
Overview
Sales reps lose momentum when quote webhooks don't include full proposal files. This workflow fetches and attaches each proposal to the CRM and notifies the rep, eliminating missed follow-ups and keeping deals moving.
Notable Features
- Fetch complete proposal files
- Attach files to CRM record
- Notify assigned rep with files