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Create grant proposal draft from letter of intent move

Create grant proposal draft from letter of intent move

Your letter of intent moves don't generate linked proposal drafts, causing manual copying and slowed handoffs. It creates a draft proposal with mapped fields so coordinators can start reviews same day.

Create grant proposal draft from letter of intent move

Overview

Letters of intent that move into your proposal workflow often end up requiring manual copy-paste to start drafts, which slows reviews and risks missed context. This flow instantiates a mapped draft and links it back to the source record so coordinators get a review-ready proposal the same day.

Create grant proposal draft from letter of intent move