Skip to content
Send proposal emails and alert account managers before next workday

Send proposal emails and alert account managers before next workday

Your proposals sit in a CRM filter awaiting manual send, causing delayed signings and missed revenue windows. Account managers receive the quote, booking link, and a chat alert so deals progress before the next workday.

Send proposal emails and alert account managers before next workday

Workflow preview:

Zap details:

Send proposal emails and alert account managers before next workday