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Create and archive term sheet PDFs from pricing submissions

Create and archive term sheet PDFs from pricing submissions

Your pricing form submissions arrive without a formatted term sheet, producing inconsistent proposals. It generates and stores a standardized term sheet PDF so coordinators can share pricing same day.

Create and archive term sheet PDFs from pricing submissions

Overview

When pricing requests arrive unformatted, coordinators spend time reworking documents and approvals stall. This flow turns each submission into a standardized, archived term sheet PDF and makes the file available for coordinators to distribute the same day.

Create and archive term sheet PDFs from pricing submissions