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Create a proposal

Create a proposal generates a sales proposal on the account in scope. Use it to automatically create proposals when an opportunity reaches a specific stage or when a qualifying event occurs. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the Create a proposal step with an account in scope
  2. The step creates a sales proposal using the configuration you provide
  3. The proposal is associated with the account
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Create a proposal
  3. Configure the proposal details as prompted

Outputs​

This action produces no outputs available to downstream steps.