Create estimate package and draft client proposal email
Create estimate package and draft client proposal email
Estimate submissions don't create client-ready proposals, so bids stall and PMs spend time formatting. The workflow creates a PDF, a budget workbook, and a draft client email so packages are ready same day.
Overview
Unstructured field estimates create admin bottlenecks for project teams and slow client responses. This workflow turns a submitted form into a PDF proposal, a populated budget workbook, and a draft customer email within minutes so PMs can get proposals out the same day and focus on delivery.