Part 5/8:
A critical component of the automation is checking whether the client is registered in the ClickUp CRM. If a client is not listed, the flow is interrupted. This precaution ensures that only qualified leads receive proposals, thereby optimizing resource allocation and reducing unnecessary proposals sent to unqualified prospects.
Proposal Creation and Dispatch
If the client is registered, the flow diverges into proposal generation. The proposal is crafted in PandaDoc, utilizing a template designed for customized projects. The dynamically inserted variables populate essential sections, such as the client’s name, their current situation, proposed solution, and milestones.