Attach submitted bid file and update bid record
Attach submitted bid file and update bid record
Your submitted bid forms miss attached files or are misfiled, delaying reviews and approvals. The workflow files PDFs to the project record and sends bidder confirmations same day.
Overview
Missing or misfiled bid uploads force coordinators into manual searches and risk late reviews. This flow files each submitted bid to the correct project folder, updates the bid record, and emails the bidder—so your team sees the right file same day.