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Create client folder and attach quote to deal

Create client folder and attach quote to deal

Your deals change stage without folders or a contact, leaving estimators missing files and owner context. Get organized client folders, a contact record, and a ready quote link so estimating can begin same day.

Create client folder and attach quote to deal

Overview

Missing folders and contacts at handoff delays estimates and adds friction for your small energy services business. This flow automatically creates a client folder, a contact record, and a copied quote, putting everything estimators need into the deal record so work can start same day.

Create client folder and attach quote to deal