Send offer link to requester and update contact

Untracked proposal form submissions delay confirmations and require manual record updates. It stores the offer link on the contact and sends the proposal email so customers get it same day.

Overview

Stop losing time manually assembling links and emailing proposals. This flow captures form requests, attaches a persistent offer link to the requester record, and sends the proposal email automatically so customers get proposals within minutes and follow-up can start same day.