Send proposal feedback email to inbound requesters for quotes

You receive proposal requests in a shared inbox with no clear decision signals, delaying scoping and resource allocation. Get client feedback so project managers can decide same day.

Overview

When proposal requests pile up in a shared inbox, scoping and staffing decisions stall and projects slip. This workflow sends a short, personalized feedback request and logs the outreach in CRM, giving project managers clear decision signals the same day so they can schedule scoping and kickoff work.