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Create estimate letter and prepare draft email for bids

Create estimate letter and prepare draft email for bids

Your project cards require manual estimate letters, slowing proposals and handoff for estimators. Generate the Estimate document and email draft so proposals are review-ready same day.

Create estimate letter and prepare draft email for bids

Overview

When an estimator presses the project card button, this flow builds the estimate letter, pins it to the card, and creates a client-ready email draft. That removes repetitive drafting and gets proposals review-ready same day, improving response speed and handoff clarity.

Create estimate letter and prepare draft email for bids