Create client folder and link when proposal completes
Create client folder and link when proposal completes
Your completed proposals often lack a central client folder, delaying handoff and causing version confusion. It creates and links a client folder so coordinators access files same day.
Overview
Signed proposals should trigger organized project spaces, not file chaos; otherwise coordinators spend hours searching for the right docs. This workflow creates and links a named client folder as soon as a proposal completes so your team can begin post-signing work the same day.