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Create pricing model folder and sheet for account

Create pricing model folder and sheet for account

Your opportunities lack pricing folders and templates, leaving reps to create proposal files. It creates account folders and clones pricing sheets, giving reps and deal desk accessible links same day.

Create pricing model folder and sheet for account

Overview

Missing pricing folders slow proposal work and force reps into manual file hunting; this flow removes that friction. When an opportunity is created, it builds account folders, clones pricing models, and records links so reps and deal desk have organized templates the same day.

Create pricing model folder and sheet for account