In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Prince Proposal, our free template designed for managing complex sales processes. These often involve various versions of proposals in Word, Excel, or other editable document formats. With this extension, you can automatically generate a PDF version of the approved final document and send it back into the portal using Zapier. It’s a simple way to ensure the version is locked and no further edits can be made, keeping your approval process secure.
