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Create and email boundary survey proposals to clients

Create and email boundary survey proposals to clients

You update a proposal record but no formal PDF is produced, delaying client review and site scheduling. This delivers a ready proposal and email to clients for same-day follow-up.

Create and email boundary survey proposals to clients

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Overview

Manual proposal assembly wastes time and delays site scheduling for small surveying firms. This flow generates a signed proposal document and emails it to the client as soon as the proposal record is updated, so clients receive proposals same day and you can schedule crews faster.

Create and email boundary survey proposals to clients