Send generated proposal PDF to deal contact and archive
Send generated proposal PDF to deal contact and archive
Your quote records lack a sent proposal, leaving prospects waiting and reps building PDFs manually. Get PDFs generated and emailed to contacts automatically so prospects receive proposals same day.
Overview
Proposals left unemailed kill momentum and shorten your conversion window. This flow turns a new quote record into a branded PDF, archives it to your drive, and emails the contact so reps can follow up same day.