WRKFLOW TEMPLATE Quote & Proposal Development Providing quotes, building proposals, and approving contracts is the most consistently repetitive part of every client onboarding process. Wrk can automate these tasks, helping your sales team shorten the sales cycle. Trigger Start Wrkflow when a lead has been entered into database as “in progress” Generate Produce personalized quote with data from form A” Generate Generate personalized email with specific quote Send Send email with Pipedrive Accepted Send Send contract to finalize deal Not accepted Call Call prospect to discuss next steps How this Wrkflow will help you Streamline Communication Deploy this Wrkflow to minimize email back-and-forth and help your clients come to a decision faster than before. Onboard Faster Let us take care of repetitive tasks in your proposals drafting process, so you can onboard clients faster and spend more time tailoring your product to their needs. Increase Consistency Automate your quote and proposal process to reduce errors and ensure that your closed deals align with the most up to date pricing and discounts. Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.