Update deal record with estimate totals and proposal link
Update deal record with estimate totals and proposal link
Deals moved to qualified without estimate details leave reps guessing on pricing and next steps. Populate amount, cost breakdown and proposal link so reps can follow up the same day.
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Overview
Deals that move to your qualified stage without estimate data slow down closers and invite pricing mistakes. This flow writes external quote totals and the proposal PDF into the deal so reps have full bid context and can follow up confidently the same day.