Move deal to offer sent when proposal is sent
Move deal to offer sent when proposal is sent
Your sent proposals aren't updating deal stages, leaving reps without pipeline context. The workflow moves deals to offer-sent so teams see next steps within minutes.
Workflow preview:
Zap details:
Overview
Proposals leaving your signature tool should change pipeline state automatically so reps and managers never miss next steps. This flow moves deals into the offer-sent stage and surfaces readiness for follow-up within minutes.