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Update quote record when proposal is sent to recipient

Update quote record when proposal is sent to recipient

Your sent proposals don't update quote records, leaving reps without status or recipient context for follow-up. The workflow updates quotes with sent status and recipient details so reps have correct info same day.

Update quote record when proposal is sent to recipient

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Overview

Proposals that aren't tracked in your quote records leave reps blind and delay follow-up. This flow writes sent status and recipient context into the quote record so sales leaders and reps see accurate deal data same day, enabling faster outreach and cleaner forecasting.

Update quote record when proposal is sent to recipient