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Move signed proposals to offer stage for sales reps before handoff

Move signed proposals to offer stage for sales reps before handoff

Your sent proposal documents sit in the e-sign system without CRM context, causing stalled handoffs and delayed billing. Sales operations get deals advanced to the offer stage so reps complete follow-up before the next billing run.

Move signed proposals to offer stage for sales reps before handoff

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Move signed proposals to offer stage for sales reps before handoff