Update deal and add purchased products to CRM
Update deal and add purchased products to CRM
Completed proposals don't always update deals, leaving product and signer details out of CRM. Get deals updated and proposal PDFs attached so handoff and attribution are accurate within minutes.
Overview
When a prospect signs a proposal, your CRM should reflect the win immediately so ops and marketing can act without manual steps. This flow attaches the signed PDF, updates deal stage, and adds purchased products so handoff and campaign attribution happen the same day.