Send real-time proposal view alerts to your sales team
Send real-time proposal view alerts to your sales team
Your proposal view notifications lack customer and scope details, causing estimators to miss timely follow-up opportunities. Deliver structured alerts so reps can respond and book jobs same day.
Overview
When prospects silently browse proposals, momentum stalls and follow-up becomes reactive. This flow surfaces each proposal view with customer context so estimators and account reps can prioritize and convert interest the same day.