Keep sales reps sending consolidated quote PDFs for approval
Keep sales reps sending consolidated quote PDFs for approval
Sales reps approving quotes see scattered line-item totals, delaying proposal delivery. Merged quote PDFs with summed totals and customer details are produced so reps send ready proposals faster.
Overview
Sales reps lose momentum when proposals arrive late. This workflow creates merged quote PDFs with summed line items and customer details on approval, eliminating manual assembly so reps send ready-to-sign proposals faster; teams report faster handoffs and fewer errors.
Notable Features
- Create merged quote PDFs on approval
- Sum and format line-item totals
- Attach customer details to proposals