SalesDocs Insights

Sales Docs Needs:

  • Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start
  • Insight Reports on conversion rate from proposal to close
  • API Event for when a sales doc is created
  • A count of total number of docs per deal, broken into sub-categories of proposals, quotes, etc.
  • Workflow Automation compatibility
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