Founders: attach branded short links to new proposal records

Founders struggle with inconsistent proposal links, which stall sales handoffs. This workflow appends a branded short URL to updated proposals so sales and ops share consistent, trackable links.

Overview

Founders lose momentum when proposal links are inconsistent and hard to share. This workflow ensures every updated proposal gets a branded short link so sales and operations always share consistent, trackable URLs—eliminating sharing errors and enabling faster handoffs.

Notable Features

Attach branded short link on update
Populate proposal record link field
Notify sales and ops when added