Create project estimate PDF and attach to contact
Create project estimate PDF and attach to contact
Your estimator form submissions lack a standardized quote, delaying quotes and site bookings. Your team can follow up same day with the client and the estimate attached.
Overview
When estimator submissions require manual assembly, your team spends time pulling data and prospects wait for quotes. This workflow builds a branded estimate PDF, attaches it to the contact, and triggers the follow-up workflow so your team can respond same day.