Create estimate jobs from incoming form requests and notify team
Create estimate jobs from incoming form requests and notify team
Your estimate form submissions arrive with missing context, delaying proposal intake for project coordinators. They become tracked job records so teams can start proposals the same day.
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Overview
Give IT and project teams a reliable intake path so estimate requests never drop into an inbox limbo. This turns each form submission into a tracked job and alerts coordinators, allowing proposals to begin the same day.