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Create project folder and templates for new opportunity

Create project folder and templates for new opportunity

You lose time when new opportunities don't create a project folder with estimates and designs. It creates the folder and templates so managers can start work same day.

Create project folder and templates for new opportunity

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Overview

When a sales opportunity becomes project-ready, your teams shouldn’t wait for files or manual handovers. This workflow creates the project folder and drops in pricing and design templates automatically, so project managers and site teams have ready-to-use files the same day.

Create project folder and templates for new opportunity