Send tailored business proposal to prospect from intake form
Send tailored business proposal to prospect from intake form
Your proposal requests collected via intake form often sit in inboxes and delay client follow-up. Automatically send the correct proposal and attachments so prospects receive proposals the same day.
Overview
Intake forms that don't trigger immediate proposals cost momentum and let prospects cool off. This workflow finds the right proposal PDF and emails a personalized proposal within minutes of submission, so account owners can progress conversations the same day toward signature.