Save sent quote PDFs to central folder and record
Save sent quote PDFs to central folder and record
Your sent quote emails include proposal PDFs that go untracked and delay follow-ups and invoicing. Links saved to lead records put proposal files at reps' fingertips for same-day follow-up.
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Overview
When quote PDFs sit in inboxes untracked, reps waste time locating proposals and billing is delayed. This flow stores each PDF in a central folder and links it to the right lead so reps access proposals in seconds and drive same-day follow-up.