Send offer delivery SMS when proposal is emailed
Send offer delivery SMS when proposal is emailed
Your proposal emails for installation quotes can go unread, leaving reps without delivery confirmation. This sends an SMS confirmation so reps get delivery acknowledgement same day.
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Overview
When proposals hit the proposal substage, prospects often miss the email and momentum stalls. This flow sends a concise SMS confirmation to the prospect so reps get same-day delivery acknowledgement and can follow up promptly.