Business owners: create bid folders from calendar events
Business owners: create bid folders from calendar events
Business owners lose time when bid calendar events lack folders and templates, risking delayed proposals. This creates bid folders and copies templates so staff can start prep immediately.
Overview
Bid preparation stalls when calendar events don't generate the right files, risking delayed proposals and lost opportunities. This workflow ensures every bid event spawns a standardized folder and templated documents so project staff start preparation immediately, removing missing-file bottlenecks and improving handoffs.
Notable Features
- Create bid folder from calendar event
- Copy standardized templates into folder
- Notify project staff with folder link