Learn how to set up proposal management so updating a client name or package automatically syncs across all linked documents. The speaker walks through pipeline automations that move leads to a proposal stage and trigger an email with pricing, plus how to integrate Stripe for checkout.
So every funnel has a coordinating workflow and a coordinating custom field basically so that once you get this set up, this is your proposal. You know we've got some basic. See how right here it already. This is a website preview and somehow it already has RA Digital Consulting aims to. Hey, how is this the RA Digital Consulting lead generation? Because I updated that custom value and that updated across funnels and workflows. This just has our kind of package in here, different touch points. But you can do this a number of different ways. You can just create an order form even and just put the information right there and have people check out right through your stripe. So you just connect your stripe account. You can make a specific order form but that's why you can also build a different version of this, a different proposal link or you can do a different payment, you know, checkout page, but you can link it the same way in that custom values and then that's going to update it because I have a campaign like See this Pipeline automation Send proposal. You just drag and drop him over to the proposal. See pipeline change. You drag them over to proposal agreement sent and then it automatically sends an email. It says great speaking to you. View today. Here's the pricing info and then there's a custom values again send the proposal link.
