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Create a client folder with templated proposal and estimates

Create a client folder with templated proposal and estimates

When your project status updates, you often have no client folder or proposal copies, forcing manual setup. Get ready-to-send proposals and a populated sheet so materials are available same day.

Create a client folder with templated proposal and estimates

Overview

Status-driven document creation removes repetitive manual setup that delays client outreach. With this flow, program coordinators get a folder, templated proposal and estimate files, and a populated tracking sheet within minutes of the status change.

Create a client folder with templated proposal and estimates