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Update deal record when proposal is sent to client

Update deal record when proposal is sent to client

Your sent proposals aren't linked to deals, leaving reps without document links or status for follow-up. Deals get the sent proposal link and status so reps and ops can act same day.

Update deal record when proposal is sent to client

Overview

Stop reps hunting for proposal links and status across inboxes and documents. By writing the sent proposal link and 'Sent' status directly onto the deal record within minutes, reps and ops get the context they need for same-day follow-up and accurate pipeline reporting.

Update deal record when proposal is sent to client