Send templated proposal to contact after purchase activity
Send templated proposal to contact after purchase activity
Your purchase-tracking entries in the CRM leave reps building offers manually and missing correct pricing. The flow sends the matched proposal and logs the outgoing email so contacts receive offers same day.
Overview
When purchase-tracking activities land in the CRM, reps waste time assembling offers and sometimes send inconsistent pricing. This flow selects the right template, builds the proposal, sends it, and logs the outbound email so prospects receive offers same day.