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Create paint order workbook and attach to deal

Create paint order workbook and attach to deal

Your deals lack an attached paint order sheet, causing material delays and manual copying. It creates the workbook and links it to the deal so coordinators can act same day.

Create paint order workbook and attach to deal

Overview

When deals flip to paint-ready, teams waste time recreating order sheets and chasing details. This flow auto-generates a filled paint order workbook and pins its link to the deal, so project coordinators have a ready plan the same day.

Create paint order workbook and attach to deal