Send proposal PDF when offer row updates to client
Send proposal PDF when offer row updates to client
Your quote rows sit idle when proposals require manual file creation, delaying responses to prospects. The flow builds a proposal PDF and sends it to clients so they receive a full quote within minutes.
Overview
Manual proposal assembly slows response and creates inconsistent customer experiences. This flow generates a branded proposal document and emails a PDF to the prospect automatically, so reps deliver a polished quote to customers within minutes.