Keep business owners' proposal log updated for clearer pipeline

Business owners lose tracked proposals, creating inaccurate pipeline reports and missed follow-ups. So sales reps follow up with accurate pipeline insight.

Overview

Untracked proposals create blind spots that hide real pipeline activity and delay follow-ups. This workflow captures every sent proposal in a shared spreadsheet so sales reps act on current information and business owners get reliable pipeline reporting—teams report fewer manual entry errors.

Notable Features

Create spreadsheet row for each proposal
Tag proposals by sales rep
Trigger follow-up reminders for reps