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Create bid bond tracker row from opportunity flag

Create bid bond tracker row from opportunity flag

Your bid bond requests lack a standard handoff, delaying contracts and hard-copy mailing. It adds each request to a shared bid sheet so coordinators can prepare bonds same day.

Create bid bond tracker row from opportunity flag

Overview

When an opportunity flag flips to request a bid bond, this flow captures the opportunity into a single bid-tracking sheet so coordinators and contracts staff stop chasing missing paperwork. It eliminates manual entry and gets bonds queued for mailing the same day.

Create bid bond tracker row from opportunity flag