Move recurring service deals to proposal sent stage

You send recurring-service proposals from templates, yet deals often lack a recorded proposal date and remain in earlier stages. It updates the deal stage and sets a proposal date so reps act that day.

Overview

Recurring-service proposals sent from templates can leave deals stuck in the wrong stage and obscure when a proposal went out. This workflow moves those deals to Proposal Sent and records the proposal date so sales and marketing ops see the change same day, enabling timely outreach and cleaner pipeline reporting.