Send proposal email when deal moves to offer stage
Send proposal email when deal moves to offer stage
Your offers in CRM can sit without a sent proposal, cooling prospects and leaving reps unprepared. This emails the tailored proposal and acceptance link so reps can follow up same day.
Overview
When deals reach the offer stage, prospects need a clear, timely proposal or momentum stalls. This flow emails a tailored proposal and acceptance link within minutes and logs the outreach so reps and Sales Ops retain momentum same day.