What Can You Do With This Automation?
Accelerate deals from proposal to signature with automated document workflows and tracking.
Proposal Generation: Create customized proposals from templates
Approval Workflow: Route proposals through internal approvals
E-Signature Requests: Send for signature automatically when approved
Status Tracking: Monitor where each proposal stands
Close Celebration: Notify team and trigger onboarding when signed
Automation Flow
| Trigger | Actions |
|---|---|
| Deal moved to Proposal stage | Generate proposal from template |
| Proposal drafted | Route to manager for approval |
| Approved | Send to client for e-signature |
| Viewed by client | Notify sales rep, log activity |
| Signed | Celebrate in Slack, update HubSpot, trigger onboarding |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click βAdd automation β‘ choose this template
Create your proposal templates
Configure approval workflow
Enable the toggle to activate
