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Create client folder and tailored proposal package from form

Create client folder and tailored proposal package from form

Your form submissions trigger manual folder setup and scattered proposal drafts. It creates a client folder, populates templates, and exports final PDFs for same-day outreach.

Create client folder and tailored proposal package from form

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Overview

When intake forms arrive, your team wastes hours copying templates and renaming files. This flow spins up a client folder, populates templates, and produces PDFs within minutes so coordinators can begin outreach the same day.

Create client folder and tailored proposal package from form