IT: Generate and send lease proposals on deal update
IT: Generate and send lease proposals on deal update
IT admins see deal-stage triggers break, causing sales reps to miss lease proposals and deals to stall. It builds and emails proposals on stage change so sales reps act faster.
Overview
Delayed proposals make deals stall and distort forecasts. This flow guarantees every deal moved to test-request generates and emails a lease proposal to the associated contact, eliminating missed follow-ups and keeping pipeline momentum. IT-managed triggers reduce manual errors and give sales reps timely offers so deals can progress.
Notable Features
- Create proposal from deal fields
- Email contact with proposal PDF
- Update CRM with document link