Create and send client training quotes by email
Create and send client training quotes by email
Your training quote rows need manual drafting and missing attachments, which delays approvals and funding. You receive finalized proposal PDFs emailed to requestors same day.
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Overview
Quote requests sitting in spreadsheets create manual work and slow approvals for program coordinators. This flow turns each request into a completed PDF and emails it to the requester with program materials, so coordinators can move funding and approvals forward same day.