Create project and catalog items from signed deal
Create project and catalog items from signed deal
Signed deals often leave project records and BOMs uncreated, stalling coordinators and installers. The workflow creates the project, uploads files, and posts line items so work can start same day.
Overview
When deals close, don't let manual handoffs delay site work; this flow creates the project, uploads contracts, and posts BOM line items so coordinators and inventory teams get a complete record. That means installers and planners can mobilize and start work the same day without waiting for manual entry.