Keep sales managers from losing deal documents

Sales managers see deal documents scattered across drives, causing lost quotes and stalled deals. It ensures reps and managers locate quotes and proposals immediately.

Overview

Deal documents scattered across drives cost sales managers lost quotes and stalled deals. This workflow creates a dedicated cloud folder for every new pipeline box, eliminating misplaced files so reps access proposals immediately and handoffs happen faster.

Notable Features

Create cloud folder for each deal
Populate folder with proposal templates
Notify assigned reps and managers