Generate new OneDrive folders for each new quote in Simpro
Easily manage your sales process by having a new folder created in OneDrive whenever a new quote has been brought forward inside Simpro. This efficient workflow streamlines your document organization, ensuring each quote has a dedicated folder for convenient information storage, enabling you to focus more on creating winning estimates and less on manual administration.
Easily manage your sales process by having a new folder created in OneDrive whenever a new quote has been brought forward inside Simpro. This efficient workflow streamlines your document organization, ensuring each quote has a dedicated folder for convenient information storage, enabling you to focus more on creating winning estimates and less on manual administration.
- When this happens...New Quote
Triggers when a quote is created.
- automatically do this!Create Folder
Creates a new folder.
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