Move approved proposal to closed won in CRM
Move approved proposal to closed won in CRM
Your signed proposals arrive without CRM updates, leaving jobs unscheduled and invoices delayed. The workflow attaches the proposal and updates deal stage so teams can act the same day.
Overview
Signed proposals should close deals, not create manual work. This workflow pulls the approved proposal, stores the PDF, and moves the matching deal to Closed Won so schedulers and billing have everything they need the same day. Deploying it removes manual handoffs and accelerates install readiness.