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Create bid activity from new estimate in CRM

Create bid activity from new estimate in CRM

Your accounting estimates lack CRM context, leaving project leads unsure which job and client need follow-up. Get a CRM activity with the estimate PDF and details so reps can follow up the same day.

Create bid activity from new estimate in CRM

Overview

Estimates that only live in accounting leave reps without context and slow proposal follow-up. This flow creates a CRM activity with the estimate PDF and job details so project leads can act the same day and keep deals moving.

Create bid activity from new estimate in CRM