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Send proposal approval to team channel with client info

Send proposal approval to team channel with client info

Your completed proposals go untracked, stalling deals and delaying finance handoffs. This delivers proposal and client context to sales ops, enabling next steps same day.

Send proposal approval to team channel with client info

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Overview

Signed proposals should trigger immediate action, not a manual hunt for context. This flow puts the client, share link, and next steps directly in your team channel so sales ops and account managers can finish paperwork and begin funding the same day.

Send proposal approval to team channel with client info