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Create estimate and contract from new project request

Create estimate and contract from new project request

Your project form triggers manual estimate and contract work, delaying client responses. You get an estimate, contract, contact record and project folder ready to review same day.

Create estimate and contract from new project request

Overview

Intake-to-proposal should be effortless — right now it creates admin drag that slows responses and billing. This flow converts each project request into a customer record, pending estimate, templated contract and shared folder so you can reply and bill the same day.

Create estimate and contract from new project request