Send stock reminder email when proposal status updates
Send stock reminder email when proposal status updates
Your proposals lack stock-item checks, so installers order custom parts and incur higher costs. Receive a reminder email to review inventory and adjust proposals within minutes of the status change.
Overview
When proposal statuses change, your installers and sales reps can miss stock-reuse opportunities and drive up project costs. This workflow delivers timely reminders and inventory links so proposals are reviewed and adjusted within minutes, before orders are finalized.