Create PDF records from customer emails to drive
Create PDF records from customer emails to drive
Your customer emails with proposals or attachments sit in inboxes, causing slow follow-up and inconsistent billing. It converts those emails into stored PDFs for same-day access.
Overview
Proposal and project emails often live in inboxes, which slows follow-up and stalls billing. This flow turns each message into a standardized PDF and stores it in your shared folder so sales and billing can find documents same day and speed invoicing.