Skip to content
Send new proposal PDFs to billing and sales before billing run

Send new proposal PDFs to billing and sales before billing run

Your sent proposals and client quotes sit unfiled, causing delayed billing and missed follow-ups. Billing and sales receive the PDF link and opportunity update so revenue and schedules are ready before the next billing run.

Send new proposal PDFs to billing and sales before billing run

Workflow preview:

Zap details:

Send new proposal PDFs to billing and sales before billing run