Send proposal to document service and advance quote stage
Send proposal to document service and advance quote stage
Your quote flow stalls when document handoff is manual, delaying proposal delivery. It routes the quote to the document service and advances the CRM stage so proposals go out within minutes.
Overview
When a quote is ready for a signed proposal, this flow removes manual handoffs and moves the record forward without delay. Sales reps and proposal managers get ready proposals routed automatically so customers receive proposals within minutes.