Send proposal document after new lead submission to prospect

Your incoming lead form creates incomplete quote rows, leaving reps without context to follow up. You deliver a tailored proposal immediately, enabling same-day follow-up.

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Overview

Incoming service requests often arrive as raw payloads, leaving quotes inconsistent and prospects cooling off. This flow converts each submission into an updated quote row, a stats entry, and an immediately sent, trackable proposal—enabling same-day outreach and clearer follow-up.