Save sent proposals to master folder and update deal

Your sent proposal PDFs sit unfiled and detached from deal records, delaying onboarding and follow-up. It saves each PDF to your master folder and adds the deal link so teams can act same day.

Overview

Proposals sent from your templates should automatically land in the right place and be visible on the deal record, not hidden in inboxes. This flow files the PDF, updates the deal and project item, and surfaces the contract link so reps and operations can move forward the same day.