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Create project folders and attach quote files to deal

Create project folders and attach quote files to deal

Your deal rows and quote PDFs end up in scattered locations, delaying handoffs and confusing production teams. This creates a consistent folder set and uploads quotes so coordinators have organized files same day.

Create project folders and attach quote files to deal

Overview

When deals advance, inconsistent file locations slow production and create rework. This flow instantly provisions a complete folder structure, uploads and renames quotes, and pins share links to the deal so coordinators can start work same day.

Create project folders and attach quote files to deal