Update deals from proposal form submissions fast same day

Your proposal form responses aren't merged into deals, leaving reps without proposal details and slowing quotes. It keeps deal records up to date so reps can quote and follow up the same day.

Overview

When proposal forms don't reach deals, pipeline accuracy suffers and reps waste time chasing context. This flow merges submission details into deals and your intake table so sales managers see updated proposal data and reps can quote the same day.