Generate proposal PDFs from new buyer inquiry forms
Generate proposal PDFs from new buyer inquiry forms
Your inquiry forms lack formatted proposals, leaving coordinators without ready offers. Get proposal PDFs to coordinators automatically so closers can follow up the same day.
Overview
When buyer inquiries arrive without a ready proposal, coordinators spend time assembling documents and prospects cool off. This flow generates formatted proposal PDFs and delivers them to coordinators within minutes so closers can follow up the same day.