Create estimate from proposal request and attach PDF

You get proposal requests without a generated estimate, leaving reps to assemble pricing manually and delaying outreach. Automate estimate creation and CRM linking so reps can send proposals same day.

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Overview

Proposal requests sitting as manual work slow down reps and risk missed outreach. This flow produces the estimate, attaches the PDF back to the original sales record, and creates an owner task so reps can follow up same day. You get consistent proposals and faster customer response without manual assembly.