Create master quote folder and record for new deal

When RFQ deals enter your CRM, paperwork and quotes often end up scattered and approvals stall. It creates a master quote folder, starter sheet, and a tracker row so work can start same day.

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Overview

New RFQ deals can leave your team scrambling to assemble files and miss critical windows. This workflow provisions a consistent quote folder, starter spreadsheet, and tracker row the moment a qualifying deal appears, so coordinators can start RFQ work same day.