Sales ops deliver pro forma PDFs to leasing partners

Sales ops lose pro forma quotes in manual handoffs, causing approval delays and stalled financing. This delivers the pro forma PDF to leasing and alerts sales ops so approvals start faster.

Overview

Missed pro formas stall financing and put deals at risk. This workflow delivers the pro forma PDF to leasing partners and alerts sales ops, eliminating manual handoffs so approvals start faster and missed deliveries are avoided.

Notable Features

Attach pro forma PDF to emails
Notify leasing and sales ops
Create approval-ready quote records