Notify team when proposal is viewed by customer
Notify team when proposal is viewed by customer
Your proposal views lack a clear internal signal, leaving reps unprepared for customer follow-up. This sends structured alerts to your sales channel so reps can act the same day.
Overview
When prospects open proposals, your reps need immediate context to follow up effectively. This flow delivers structured proposal alerts to your sales channel, letting reps prioritize outreach and act the same day.