Update opportunity when proposal is sent to client

You send proposals and opportunity records fall out of sync, delaying handoffs and resource planning. Keep opportunity stage, budgets, and follow-up dates current so teams can act the same day.

Overview

Tie every sent proposal directly to the opportunity and your project log so account executives and delivery leads see current stage, budgets, and next actions. That visibility reduces stalled handoffs and gets teams working on the same priorities within minutes of a send.