Send client quote email when proposal stage updates

Your proposal tasks lack a reliable client handoff, leaving quotes unemailed and launch approvals delayed. Get tailored quote emails to clients the same day to speed approvals.

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Overview

When a proposal task advances, quotes often wait for manual drafting and approval, slowing campaign start dates and frustrating clients. This flow sends a polished, formatted quote email immediately to the client and CCs the account manager, enabling same-day approvals and clearer launch readiness.