For sales ops: deliver send-ready GL and IM proposals

Sales ops see reps miss proposals when GL and IM quote fields are inconsistent, causing deals to stall. It formats GL/IM fields and builds a contract link in the lead record, so reps send accurate proposals faster.

Overview

Messy GL and IM quote fields let proposals slip and stall deals. This flow standardizes pricing fields and drops a ready-to-send contract link into each lead, eliminating manual copy‑paste and protecting pipeline velocity. Teams report faster proposal handoffs and more consistent pricing in lead notes.

Notable Features

Format GL and IM fields
Create contract link in lead
Populate lead with send-ready quote