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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

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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