Send tailored proposal emails and create shared proposal
Send tailored proposal emails and create shared proposal
Your enterprise inquiry rows need manual proposal copies and attachments, delaying outreach. It creates a shared proposal sheet and sends a personalized email so prospects receive materials same day.
Overview
When a prospect row is marked, this flow builds a shareable proposal and sends a personalized message so reps stop copying files and racing to attach materials. The result: ready-to-review proposals land with prospects same day, reducing manual work and speeding response.