Software founders: attach proposal and presentation links to deals

Software sales reps lose deals when proposal links vanish after stage changes, leaving opportunities stalled. Create proposal and presentation files and attach links to the deal so reps can follow up.

Overview

Missing proposal assets stalls deals and clouds forecasts for software founders. This workflow ensures proposals and presentations are generated and attached to the deal when stages change, removing manual admin and giving reps ready assets to act on; teams report fewer lost opportunities as a result.

Notable Features

Create proposal and presentation files
Attach file links to deal records
Personalize templates with deal data