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Create organized quote folders and save email attachments

Create organized quote folders and save email attachments

Your quote request emails and attachments pile in inboxes, delaying estimators from starting proposals. Save each request into client folders so your team can begin quotes same day.

Create organized quote folders and save email attachments

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Overview

When quote emails sit unorganized, estimators waste hours locating attachments and proposals are delayed. This workflow files each incoming quote into a client folder and surfaces attachments to the right owner so proposals can start same day.

Create organized quote folders and save email attachments