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 ➕Add automation ➡ choose this template
Create your proposal templates
Configure approval workflow
Enable the toggle to activate