Create dated quote file in project folder for review
Create dated quote file in project folder for review
Your vendor quote PDFs in cloud storage lack project context and delay production handoffs. Files land in the matching project folder with a dated filename for quick access same day.
Overview
Vendor quote PDFs without project context slow production coordinators and stall purchasing. This flow routes and renames incoming quotes into the matching project folder and timestamps filenames so teams have ready documents same day.