video1.0<iframe src="https://www.loom.com/embed/bf188d295b434c84a290d001063717f0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bf188d295b434c84a290d001063717f0-6e3ee7b7b4a883b1.gif206.145In this video, I provide an overview of the new Create Quote action we've integrated into Workflows, which automates the process of generating quotes when a deal reaches the presentation scheduled stage. This feature is designed to alleviate the burden on reps, ensuring they have a quote ready without having to remember to create one manually. I demonstrate how the workflow is set up, using the Kitchen in Sync template for quote creation, and show what sellers will see when they move a deal into the presentation phase. I encourage everyone to familiarize themselves with this new functionality to enhance our efficiency in managing deals.