Skip to content
Templates
Create client quotation folders from uploaded agreement files

Create client quotation folders from uploaded agreement files

Your quotation PDFs dropping into a shared folder get misfiled and delay client lodgement. They are filed into per-quote client folders so your team can start lodgement prep same day.

Create client quotation folders from uploaded agreement files

Workflow preview:

Zap details:

Overview

Quotation and agreement PDFs that land in a shared folder often sit unfiled, slowing client onboarding and lodgement prep. This flow extracts the quote ID, files each document into a per-quote client folder, and gets documents ready for action same day.

Create client quotation folders from uploaded agreement files