Populate workflow with proposal equipment details on launch
Populate workflow with proposal equipment details on launch
Your contract workflows launch without proposal details, leaving owners missing equipment and pricing context. The update injects itemized proposal tables so owners can review contracts same day.
Overview
Manual copying of quotation data into contract workflows creates drafting delays and rework; this flow embeds itemized proposals directly into launched workflows so contract owners have full context without requests. IT can deploy the mapping once and deliver complete proposal context to contract and legal operations within minutes, accelerating approvals.