Create estimate PDF and task for new form submissions
Create estimate PDF and task for new form submissions
When estimate form submissions arrive unstructured, your project intake stalls and site visits are delayed. The workflow produces a PDF estimate and a project task so you can schedule visits same day.
Overview
Turn raw website estimate requests into ready-to-action project work without manual steps. The flow creates a numbered estimate PDF, stores it in a client folder, and creates a project card so your team can assign and schedule site visits the same day. That reduces intake friction and keeps projects moving.