Create pre-construction item when deal reaches configured stage
Create pre-construction item when deal reaches configured stage
When a project hits the configured stage, estimators lack a formal pre-construction request and linked bids. You get a tracked pre-construction item with linked bids for same-day handoff.
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Overview
Deals that move into your configured stage need immediate pre-construction visibility; otherwise estimators work without bid context and quotes slip. This workflow creates a tracked pre-construction request and links bids so project managers and estimators have same-day handoff and clearer quoting timelines.