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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.

Move deal to offer sent when proposal is sent

Workflow preview:

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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.

Move deal to offer sent when proposal is sent